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Janine Ruland

20 Years of Experience
Mill Creek, WA
3 DisclosuresBrokerSells Insurance

Janine Ruland is a registered investment advisor at Eagle Strategies LLC, based in Mill Creek, WA, with 20 years of industry experience. Janine 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

2019 Mill Green Court Se, Mill Creek, WA, 98012

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2020
Settled
Customer Dispute
November 2018
Denied
Criminal
March 2002
Final Disposition
Other Business ActivitiesSells Insurance

Janine works as an insurance broker, appointed with outside carriers for brokering non-registered insurance products, dedicating minimal time to this activity. She also serves as Vice-President and board member for The Pointe Home Owners Association, spending minimal time on this role.

Employment History
Current Registrations
Eagle Strategies LLC
February 2017 - Present · 9 yrs 3 mos
Nylife Securities LLCBroker
July 2005 - Present · 20 yrs 10 mos
State Registrations17 states
AZCACOFLIDKSMEMIMNMOMTNVORTXUTVAWA
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.