Jan
Larsen
Eagle Strategies LLC
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About this Advisor
Jan Larsen is a financial advisor based in Lake Stevens, Washington, working with Eagle Strategies LLC. Jan has previously held positions at New York Life Insurance Company, Nylife Securities LLC, Larsen Christopher Benefits Group, Larsen Financial Services, Larsen & Warren Financial Group LLC, and Eagle Strategies, LLC. Jan has passed the Series 63 regulatory exam and is registered to provide services in Texas and Washington. Currently, Jan is part of Eagle Strategies LLC, which operates out of Lake Stevens, Washington. 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
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
Jan Larsen Work History
Larsen & Warren Financial Group LLC
Eagle Strategies, LLC
Larsen Financial Services
Nylife Securities LLC
New York Life Insurance Company
Larsen Christopher Benefits Group
Disclosures
Please visit the SEC profile of Jan Larsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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