Krista
Halbach
Eagle Strategies LLC
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About this Advisor
Krista Halbach is a financial advisor who works out of New Holstein, Wisconsin, with a total of 8 years of industry experience. Halbach currently works for Eagle Strategies LLC. During their career, Halbach has held roles at Nylife Securities LLC, Crw Insurance, Eagle Strategies LLC and Action Financial Strategies, LLC. Halbach has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can advise clients in Wisconsin. Eagle Strategies LLC is an advisory business operating out of New York, NY. It has offices in 828 locations and a total of 2,392 people on staff. It handles $17 billion in assets across its 87,580 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 175 charities and foundations. Of its 87,580 customer accounts, 17% belong to high-net-worth individuals who have greater than $1 million in assets. Eagle Strategies LLC provides 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 for financial management typically are based on the type of financial services provided. Fee types charged by Eagle Strategies LLC most likely consist of any blend 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
Krista Halbach Work History
Krista has been registered as a financial advisor for 8 years.*
Action Financial Strategies, LLC
Eagle Strategies LLC
Nylife Securities LLC
Crw Insurance
*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 Krista Halbach 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
Waltham, MA
Gig Harbor, WA
Roseville, CA
Overland Park, KS
Maitland, FL
Matthews, NC
San Jose, CA
Chicago, IL
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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