Jan
Larsen

Eagle Strategies LLC

CRD#1691508
Investment Advisor
in Lake Stevens, WA

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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

Series 63, Chartered Financial Consultant

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

2008 123Rd Avenue Ne
Lake Stevens, WA 98258

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

WA Average: 88
Total Number of Accounts

95,287

WA Average: 3,892
Average Account Size

$213,647

WA 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

Jan Larsen Work History

2021 - Present (3 years)

Larsen & Warren Financial Group LLC

2006 - Present (18 years)

Eagle Strategies, LLC

2001 - Present (23 years)

Larsen Financial Services

1987 - Present (37 years)

Nylife Securities LLC

1986 - Present (38 years)

New York Life Insurance Company

2007 - 2023 (16 years)

Larsen Christopher Benefits Group

Created with Highcharts 6.0.7

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.

Financial Advisors at Eagle Strategies LLC

Arjun Srivastava
Scottsdale, AZ
Edwin Padilla
West Harrison, NY
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Michael Meland
Seattle, WA
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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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.

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