Randall
Schmailzl

Eagle Strategies LLC

CRD#4669560
Investment Advisor
in West Des Moines, IA
Are you Randall Schmailzl? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Randall Schmailzl is a financial advisor who is based out of West Des Moines, Iowa. Currently an advisor at Eagle Strategies LLC, Schmailzl has 15 years of work experience. Schmailzl has a Series 63 license, qualifying them as a securities broker. Schmailzl is able to serve clients based out of Iowa and Texas. During their career, the advisor has held roles at New York Life Insurance Company, Nylife Securities, The Schmailzl Financial Group, Eagle Strategies LLC, R2 Financial Strategies and Generation Strategies, LLC. Eagle Strategies LLC is headquartered in West Des Moines, Iowa, and operates out of 791 other offices across the United States. As an advisor firm, Eagle Strategies LLC oversees $8 billion in assets throughout 41,236 accounts and employs more than 1,913 people. The level of assets currently under the firm's management places it among the biggest firms in the country. Currently 22% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Eagle Strategies LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

15 years

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

Disclosures

No

Office Location

4855 Mills Civic Parkway Suite 200
West Des Moines, IA 50265-5268

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

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

1,965

IA Average: 88
Total Number of Accounts

50,776

IA Average: 3,892
Average Account Size

$168,310

IA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Randall Schmailzl Work History

Randall has 15 years of experience.

2018 - Present (1 year)

Generation Strategies, LLC

2014 - Present (5 years)

R2 Financial Strategies

2011 - Present (8 years)

Eagle Strategies LLC

2003 - Present (16 years)

New York Life Insurance Company

2003 - Present (16 years)

Nylife Securities

2007 - 2014 (7 years)

The Schmailzl Financial Group

Disclosures

Randall Schmailzl has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started