John Burns
John Burns is a registered investment advisor at Eagle Strategies LLC, based in Algona, IA, with 12 years of industry experience. John 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
2020 East Oak Street, Algona, IA, 50511
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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 ActivitiesSells Insurance
John is an insurance broker appointed with outside carriers and operates under the DBA name of Innovative Financial Solutions to sell New York Life products and broker non-registered insurance products. He also owns J-L Burns farms LLC, which he rents out, and J&J Oil, a trucking business, dedicating minimal time to these ventures.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Gradient Advisors, LLC
Change Path LLC
United Planners' Financial Services of America a Limited PartnerBroker
Catholic Financial Services CorporationBroker
Ameritas Investment CORP.Broker
Locust Street Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Financial Network Investment CorporationBroker
State Registrations6 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.