Jon Rusten
Jon Rusten is a registered investment advisor at Eagle Strategies LLC, based in Woodbury, MN, with 41 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
Woodbury, MN
Get directionsHistory
Regulatory History (1)
Financial
August 2024Other Business ActivitiesSells Insurance
Jon works as an insurance broker, brokering non-registered insurance products, dedicating a few hours per week. He also volunteers at the University of Minnesota College of Education and Human Development, helping develop a financial literacy program, also dedicating a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.