Scott Scheer
Scott Scheer is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Appleton, WI, with 37 years of industry experience. Scott 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
N474 Eisenhower Dr, Suite C, Appleton, WI, 54915
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is an insurance broker appointed with various insurance carriers, selling disability, health, life, long-term care insurance, and fixed & immediate annuities through Vista Financial Strategies, LLC. He also owns Scheer's Sugar Shack, LLC, dedicating about a quarter of his time, and is a board member of Wisconsin Potato & Vegetable Growers Association, Inc., spending minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Harbour Investments, INC.Broker
Pebsco Securities CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations11 states
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