Brian Foecke
Brian Foecke is a registered investment advisor at Eagle Strategies LLC, based in Burlington, 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
215 Jefferson St, Burlington, IA, 52601
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2007Other Business ActivitiesSells Insurance
Brian brokers non-registered insurance products and sells New York Life products and services under two DBAs: Legacy Retirement Solutions, LLC (since 2013) and Your Vision Financial Group (since 2025). He also dedicates minimal time to volunteer work and community organizations.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations13 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.