David
Trusler
Eagle Strategies LLC
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About this Advisor
David Trusler is a financial advisor working out of Tulsa, Oklahoma with 1 year of industry experience. Trusler currently works for Eagle Strategies LLC. The advisor has gained experience at Northwestern Mutual Investment Services, LLC, First Midwest Financial Services, Cuna Brokerage Services, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insuance Company, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, New York Life Insurance Co, Nylife Securities LLC, Eagle Strategies LLC, Mutual Of Omaha Investment Services and Trusler Coaching Group. Trusler has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oklahoma. Eagle Strategies LLC is an advisory company operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 financial advisors. It manages $17 billion in assets across its 87,580 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 175 charitable organizations. Of its 87,580 accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually vary depending on which services are provided. Fees billed by Eagle Strategies LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
David Trusler Work History
David has been registered as a financial advisor for 1 years.*
New York Life Insurance Co
Nylife Securities LLC
Eagle Strategies LLC
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insuance Company
Mutual Of Omaha Investment Services
Trusler Coaching Group
Cuna Brokerage Services
First Midwest Financial Services
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
*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 David Trusler 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
Fairfax, VA
Monroe, LA
Chicago, IL
San Jose, CA
San Mateo, CA
Tacoma, WA
Matthews, NC
Madison, CT
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.
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