Dennis
Nowstrup

Eagle Strategies LLC

CRD#1926119
Investment Advisor
in Austin, TX
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About this Advisor

Dennis Nowstrup is a financial advisor based in Austin, Texas. Currently an advisor with Eagle Strategies LLC, they have accumulated a notable 30 years of work experience. Nowstrup maintains a Series 63 license, which designates them as a securities broker. Nowstrup is able to work with investors in Texas. The advisor has gained experience at Cadence Wealth Management LLC, New York Life Ins and Nylife Securities Inc. Eagle Strategies LLC is headquartered in Austin, Texas, and has 791 other brick-and-mortar locations in the United States. In aggregate, Eagle Strategies LLC oversees $8 billion in assets across 41,236 accounts and employs more than 1,913 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. Currently 22% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Eagle Strategies LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

30 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

Disclosures

Yes

Office Location

3821 Juniper Trace Suite 203
Austin, TX 78738

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,145,447,434

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

1,913

TX Average: 88
Total Number of Accounts

41,236

TX Average: 3,892
Average Account Size

$197,532

TX Average: $1,917,921

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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

Dennis Nowstrup Work History

Dennis has 30 years of experience.

2001 - Present (18 years)

Cadence Wealth Management LLC

1989 - Present (30 years)

Nylife Securities Inc

1988 - Present (31 years)

New York Life Ins

Disclosures

Dennis Nowstrup has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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