TrueAdvisor
TrueAdvisor
JR
JR

Janine Ruland

Eagle Strategies LLC
21 Years of Experience
Mill Creek, WA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Janine Ruland is a registered investment advisor at Eagle Strategies LLC, based in Mill Creek, WA, with 21 years of industry experience. Janine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

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

Get directions

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
View Full SEC ReportHow to Read Disclosures
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 8 mos
Nylife Securities LLCBroker
July 2005 - Present · 21 yrs 3 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.
More Advisors
More financial advisors in Mill Creek, WA →All financial advisors in Washington →