Kim
Luckey

Eagle Strategies LLC

CRD#2702064
Investment Advisor
in Richland Center, WI

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About this Advisor

Kim Luckey is a chartered financial consultant operating in Richland Center, Wisconsin with 6 years of relevant experience. Luckey currently works for Eagle Strategies LLC. During their career, the advisor has held roles at Eagle Strategies LLC, Nylife Securities Inc and New York Life Insurance Company. Luckey maintains a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Wisconsin. Eagle Strategies LLC is a registered investment firm that has its headquarters in New York, NY. It has offices in 828 locations and a total of 2,392 people on staff. It oversees $17 billion in total assets between its 87,580 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 175 charitable organizations. Of its 87,580 customer accounts, 17% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a diverse range 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. Fees charged by financial advisors largely vary depending on the type of financial services offered. Fee types charged by Eagle Strategies LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

6 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

Office Location

179 E Court St
Richland Center, WI 53581

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

WI Average: 88
Total Number of Accounts

87,580

WI Average: 3,892
Average Account Size

$190,309

WI 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

Kim Luckey Work History

Kim has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Eagle Strategies LLC

1996 - Present (28 years)

Nylife Securities Inc

1995 - Present (29 years)

New York 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 Kim Luckey 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

Andrew Blanks
Lynchburg, VA
David Hoory
Brooklyn, NY
Frederick Nyberg
Yakima, WA
Sheri Hendricks
Johnston, RI
Michael Duke
Mansfield, TX
Mark Musallam
Stockton, CA
Sarah Johnson
Auburn, CA
Zuzana Ambrova
Matthews, NC

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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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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