Brian Sauser
Brian Sauser is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Dubuque, IA, with 26 years of industry experience. Brian 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
Dubuque, IA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2015Other Business ActivitiesSells Insurance
Brian works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, dedicating about 10-20% of his time. Brian is also involved with Sauser Financial, LLC, an insurance brokerage dealing with fixed annuities, life products, health insurance, and disability insurance.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 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.