Roger Grumdahl
Roger Grumdahl is a registered investment advisor at Eagle Strategies LLC, based in Minneapolis, MN, with 33 years of industry experience. Roger 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
Minneapolis, MN
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Roger works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, dedicating minimal time to this. He also works as a personal care attendant as an independent contractor, spending about a quarter of his time in this role.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations2 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.