JH
JH

John Henker

31 Years of Experience
Kennewick, WA
2 DisclosuresBrokerSells Insurance

John Henker is a registered investment advisor at Eagle Strategies LLC, based in Kennewick, WA, with 31 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

8656 W Gage Blvd, Suite 202, Kennewick, WA, 99336

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History

Regulatory History (2)
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Customer Dispute
November 2011
Denied
Customer Dispute
March 2009
Settled
Other Business ActivitiesSells Insurance

John operates as Henker Financial Partners LLC to sell New York Life products and services, as well as brokering non-registered insurance products, dedicating about a quarter of his time. He also serves as a board member for the Wishing Star Foundation, spending minimal time during trading hours.

Employment History
Current Registrations
Eagle Strategies LLC
February 2006 - Present · 20 yrs 3 mos
Nylife Securities LLCBroker
September 1994 - Present · 31 yrs 8 mos
State Registrations16 states
AZCACOIDILMIMOMTNENVOHORSCTNUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.