Kirk Quaschnick
Kirk Quaschnick is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Frisco, TX, with 33 years of industry experience. Kirk 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
14111 King Road, Suite 520, Frisco, TX, 75036
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Kirk is a board member at Hope Fellowship Church, a shareholder in NYLARC Holding Company, and owns multiple rental properties. He also operates under several DBAs and LLCs for selling New York Life products and brokering non-registered insurance products, dedicating a few hours per week to insurance brokering.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations31 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.