Travis Skiles
Travis Skiles is a registered investment advisor at Eagle Strategies LLC, based in Alma, NE, with 25 years of industry experience. Travis 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
810 W Main, Alma, NE, 68920
Get directionsHistory
Regulatory History (2)
Regulatory
March 2010Customer Dispute
October 2005Other Business ActivitiesSells Insurance
Travis works as an insurance broker, appointed with various insurance carriers, since 2006. He also operates under the DBA name of Skiles Financial Services to sell New York Life products and broker non-registered insurance products, starting in 2025.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.