Kevin
Ruscher

Eagle Strategies LLC

CRD#4158815
Investment Advisor
in Independence, OH

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About this Advisor

Kevin Ruscher is a financial advisor based in Independence, Ohio, working with Eagle Strategies LLC. Kevin has previously held positions at Nationwide Securities, Nationwide Ins, Cetera Advisor Networks, Ruscher Financial & Insurance, Inc Dba The Ruscher Agency, 15508 Chillicothe Rd, LLC, New York Life, Nylife Securities LLC, Eagle Strategies LLC, and Pcf Insurance Services Of The West, LLC Dba Zinc Insurance. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Kevin is part of Eagle Strategies LLC, which operates out of Independence, Ohio. 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

6100 Oak Tree Blvd. Suite 300
Independence, OH 44131-6970

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

OH Average: 88
Total Number of Accounts

95,287

OH Average: 3,892
Average Account Size

$213,647

OH 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

Kevin Ruscher Work History

2023 - Present (1 year)

New York Life

2023 - Present (1 year)

Nylife Securities LLC

2023 - Present (1 year)

Eagle Strategies LLC

2022 - Present (2 years)

Pcf Insurance Services Of The West, LLC Dba Zinc Insurance

2020 - Present (4 years)

15508 Chillicothe Rd, LLC

2009 - Present (15 years)

Ruscher Financial & Insurance, Inc Dba The Ruscher Agency

2020 - 2022 (2 years)

Cetera Advisor Networks

2005 - 2020 (15 years)

Nationwide Securities

2005 - 2020 (15 years)

Nationwide Ins

Disclosures

Please visit the SEC profile of Kevin Ruscher 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
Rebecca Wolff
Bellevue, WA
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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