David Rupp
David Rupp is a registered investment advisor at Eagle Strategies LLC, based in Chugiak, AK, with 21 years of industry experience. David 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
21925 Judd Circle, Chugiak, AK, 99567
Get directionsHistory
Regulatory History (2)
Regulatory
November 2011Regulatory
March 2011Other Business ActivitiesSells Insurance
David is appointed with outside insurance carriers as an insurance broker and sells New York Life products and services under the DBA Rupp Financial. He also owns rental property, receiving rental income and maintaining the property.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities 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.