BB
ChFC
BB
ChFC

Brenda Brink

37 Years of Experience
Yakima, WA
BrokerSells Insurance

Brenda Brink is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Yakima, WA, with 37 years of industry experience. Brenda 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

925 Triple Crown Way, Yakima, WA, 98908

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brenda is a licensed insurance broker with various carriers, selling non-registered products since 2002. She also owns a rental property, spending minimal time on it as the association manages bookings and rent collection.

Employment History
Current Registrations
Eagle Strategies LLC
February 2022 - Present · 4 yrs 5 mos
Nylife Securities LLCBroker
January 1989 - Present · 37 yrs 6 mos
State Registrations14 states
AZCACOFLIDKSMAMOMTOHORTXWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.