BS
BS

Bradley Scheideman

25 Years of Experience
Hampton, IA
BrokerSells Insurance

Bradley Scheideman is a registered investment advisor at Eagle Strategies LLC, based in Hampton, IA, with 25 years of industry experience. Bradley 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

808 4th Street Ne, Suite #1, Hampton, IA, 50441

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bradley is involved in several outside business activities, including managing a fitness club, brokering non-registered insurance products, operating Scheideman Financial Strategies as a sole proprietorship, and owning rental property. He also serves as a church elder and board member for the Fellowship of Christian Athletes.

Employment History
Current Registrations
Eagle Strategies LLC
January 2016 - Present · 10 yrs 4 mos
Nylife Securities LLCBroker
August 2000 - Present · 25 yrs 9 mos
State Registrations9 states
ARCOIAINMAMNMONCNE
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.