Dennis Poulos
Dennis Poulos is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Flint, MI, with 43 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:
- Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
- New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
Location
5154 Miller Road, Suite E, Flint, MI, 48507
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2019Customer Dispute
March 2013Regulatory
July 1995Customer Dispute
November 1992Regulatory
September 1983Other Business ActivitiesSells Insurance
Dennis is an insurance broker appointed with outside insurance carriers since 2003, selling non-registered insurance products. He also owns rental properties and is an officer of Bristol-Miller Office Park Association, dedicating minimal time to the association.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations25 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.
Exams
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