Dennis Poulos
Dennis Poulos is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Flint, MI, with 42 years of industry experience. Dennis 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
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.