Jon
Rusten

Eagle Strategies LLC

CRD#1005584
Investment Advisor
in Woodbury, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jon Rusten is a financial advisor who works out of Woodbury, Minnesota with a total of 9 years of relevant experience. Rusten is currently employed by Eagle Strategies LLC. Over the course of their career, Rusten has held roles at Thrivent Financial For Lutherans, Thrivent Investment Management Inc, New York Life Insurance Company, Nylife Securities LLC and Eagle Strategies LLC. Rusten maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and can operate in Minnesota. Eagle Strategies LLC is a company based out of New York, NY. It has offices in 828 locations and a total of 2,392 advisors. It administers $17 billion in assets under management between its 87,580 accounts, placing it among the largest firms in the country by assets under management. The firm serves 175 charitable organizations. Of its 87,580 client accounts, 17% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely are based on which services are provided. Fee types charged by Eagle Strategies LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 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

Office Location

Woodbury, MN

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

$16,667,263,900

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

2,392

MN Average: 88
Total Number of Accounts

87,580

MN Average: 3,892
Average Account Size

$190,309

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

Jon Rusten Work History

Jon has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

New York Life Insurance Company

2014 - Present (10 years)

Nylife Securities LLC

2014 - Present (10 years)

Eagle Strategies LLC

2010 - 2014 (4 years)

Thrivent Financial For Lutherans

2010 - 2014 (4 years)

Thrivent Investment Management Inc

*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 Jon Rusten 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

Joshua Mccarthy
Buffalo, NY
Christopher Mcdonald
Chicago, IL
Kyoung Lee
Fairfax, VA
Zuzana Ambrova
Matthews, NC
Walter Lawrence
Monroe, LA
Bradley Brodersen
Lincoln, NE
Thuan Pham
San Jose, CA

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.

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