Curtis Christensen is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Omaha, NE, with 33 years of industry experience. Curtis 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
13815 Fnb Parkway, Suite 100, Omaha, NE, 68154
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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 Activities
Curtis owns and operates Elkhorn Run, a light hauling and pet transportation business, since 2021. This takes a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Princor Financial Services CorporationBroker
Umb Scout Brokerage Services, INC.Broker
Capital Analysts, IncorporatedBroker
Aal Capital Management CorporationBroker
State Registrations2 states
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