Cody
Riesterer

Eagle Strategies LLC

CRD#6810438
Investment Advisor
in Minneapolis, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Cody Riesterer is a financial advisor based in Minneapolis, Minnesota, working with Eagle Strategies LLC. Cody has previously held positions at Charles Schwab & Co., Inc, Twisted Trails Running Co, Minnesota United Fc, Hinsdale Bank & Trust, University Of Wisconsin - Stevens Point, Miami University, Edward Jones, Minnesota Timberwolves, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, and Promus Financial Group, LLC. Cody has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Cody is part of Eagle Strategies LLC, which operates out of Minneapolis, Minnesota. 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 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

3600 Minnesota Drive Suite 100
Minneapolis, MN 55435

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

$20,357,746,578

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

2,567

MN Average: 88
Total Number of Accounts

95,287

MN Average: 3,892
Average Account Size

$213,647

MN 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

Cody Riesterer Work History

2019 - Present (5 years)

New York Life Insurance Company

2019 - Present (5 years)

Nylife Securities LLC

2019 - Present (5 years)

Eagle Strategies LLC

2019 - Present (5 years)

Promus Financial Group, LLC

2018 - 2019 (1 year)

Edward Jones

2018 - 2018 (< 1 year)

Minnesota Timberwolves

2017 - 2018 (1 year)

Charles Schwab & Co., Inc

2016 - 2016 (< 1 year)

Twisted Trails Running Co

2015 - 2015 (< 1 year)

Minnesota United Fc

2015 - 2017 (2 years)

Miami University

2014 - 2014 (< 1 year)

Hinsdale Bank & Trust

2013 - 2014 (1 year)

University Of Wisconsin - Stevens Point

Disclosures

Please visit the SEC profile of Cody Riesterer 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

Craig Peterson
Pittsburgh, PA
Peter Lanza
Scranton, PA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Jonathan Tomassi
Belmar, NJ
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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