John
Burns
Eagle Strategies LLC
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About this Advisor
John Burns is a financial advisor based in Algona, Iowa with a total of 2 years of industry experience. Burns currently works for Eagle Strategies LLC. During their career, Burns has held roles at Changepath, LLC, Gradient Advisors LLC, Innovative Financial Solutions, Eagle Strategies LLC, Jack Burns Financial, Inc, Stueve Construction, Pruco Securities L.L.C, Nylife Securities LLC and New York Life Insurance Co. Burns maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Iowa and Minnesota. Eagle Strategies LLC is an advisory business based out of New York, NY. The company has offices in 828 locations and a total of 2,392 financial advisors. It administers $17 billion in assets across its 87,580 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 175 charities and foundations. Of its 87,580 client accounts, 17% belong to high-net-worth investors who have greater than $1 million in investable assets. Eagle Strategies LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually are based on the type of financial services provided. However, fees billed by Eagle Strategies LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Burns Work History
John has been registered as a financial advisor for 2 years.*
Innovative Financial Solutions
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Co
Jack Burns Financial, Inc
Changepath, LLC
Gradient Advisors LLC
Pruco Securities L.L.C
Stueve Construction
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Burns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eagle Strategies LLC
Mansfield, TX
Bethesda, MD
Arcadia, CA
New York, NY
Johnston, RI
Diana, TX
Matthews, NC
Knoxville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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