Kenneth Bakula
Kenneth Bakula is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Menasha, WI, with 44 years of industry experience. Kenneth 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
1486 Kenwood Dr, Ste 102, Menasha, WI, 54952
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2012Customer Dispute
February 2005Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Kenneth is appointed with outside insurance carriers to broker non-registered insurance products since 2005. This activity is investment-related.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 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.