Kristen Gulbran
Kristen Gulbran is a registered investment advisor at Eagle Strategies LLC, based in Bellevue, WA, with 32 years of industry experience. Kristen 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
10885 NE 4th St, Suite 1400, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Kristen is an insurance broker appointed with outside carriers since 2004, brokering non-registered insurance products. She also serves as a board member for First Church of Christ, Scientist, Mercer Island, dedicating minimal time to managing church affairs, and owns CBRI, LLC for civil liability purposes related to a Renton, Washington NYL office.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations40 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.