David Lenser
David Lenser is a registered investment advisor at Eagle Strategies LLC, based in College Grove, TN, with 18 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
College Grove, TN
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Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
David is the owner of a staff leasing company and an investor in NYLARC Holding Company, Inc. He also operates under the DBA name of Lens Financial & Insurance Solutions, and owns rental property in Kansas, invests in a cast album and a Broadway show, and is an investor in Bungalow Living, Inc.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations21 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.