John
Burns

Eagle Strategies LLC

CRD#2485914
Investment Advisor
in Algona, IA

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About this Advisor

John Burns is a financial advisor based in Algona, Iowa, working with Eagle Strategies LLC. John has previously held positions at Changepath, LLC, Gradient Advisors LLC, New York Life Insurance Co, Innovative Financial Solutions, Eagle Strategies LLC, Jack Burns Financial, Inc, Stueve Construction, Pruco Securities L.L.C, and Nylife Securities LLC. John has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Iowa. Currently, John is part of Eagle Strategies LLC, which operates out of Algona, Iowa. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2020 East Oak Street
Algona, IA 50511

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

IA Average: $7,464,549,021
Total Number of Employees

2,567

IA Average: 88
Total Number of Accounts

95,287

IA Average: 3,892
Average Account Size

$213,647

IA Average: $1,917,921

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

2022 - Present (2 years)

Innovative Financial Solutions

2021 - Present (3 years)

Eagle Strategies LLC

2021 - Present (3 years)

Nylife Securities LLC

2005 - Present (19 years)

New York Life Insurance Co

1992 - Present (32 years)

Jack Burns Financial, Inc

2019 - 2019 (< 1 year)

Changepath, LLC

2019 - 2021 (2 years)

Gradient Advisors LLC

2004 - 2019 (15 years)

Pruco Securities L.L.C

2003 - 2015 (12 years)

Stueve Construction

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

Arjun Srivastava
Scottsdale, AZ
Arvind Saxena
Fremont, CA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
David Anderson
Frisco, TX
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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