Luke
Edds

Eagle Strategies LLC

CRD#7565218
Investment Advisor
in Louisville, KY

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About this Advisor

Luke Edds is a financial advisor based in Louisville, Kentucky, working with Eagle Strategies LLC. Luke has previously held positions at New York Life, University Of Louisville, Skyguard Windows, Universal Windows Direct, Chipotle Mexican Grill, Blaze Pizza, Sayers Classical Academy, Nylife Securities LLC, and Eagle Strategies LLC. Luke has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kentucky. Currently, Luke is part of Eagle Strategies LLC, which operates out of Louisville, Kentucky. 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 63, Series 66

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

9300 Shelbyville Road Suite 1250
Louisville, KY 40222

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

KY Average: 88
Total Number of Accounts

95,287

KY Average: 3,892
Average Account Size

$213,647

KY 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

Luke Edds Work History

2023 - Present (1 year)

Eagle Strategies LLC

2022 - Present (2 years)

New York Life

2022 - Present (2 years)

Nylife Securities LLC

2021 - 2022 (1 year)

University Of Louisville

2020 - 2021 (1 year)

Skyguard Windows

2020 - 2020 (< 1 year)

University Of Louisville

2019 - 2020 (1 year)

Universal Windows Direct

2016 - 2020 (4 years)

Chipotle Mexican Grill

2015 - 2016 (1 year)

Blaze Pizza

2012 - 2015 (3 years)

Sayers Classical Academy

Disclosures

Please visit the SEC profile of Luke Edds 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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