BD
BD

Braden Draggoo

15 Years of Experience
Wenatchee, WA
1 DisclosureBrokerSells Insurance

Braden Draggoo is a registered investment advisor at Eagle Strategies LLC, based in Wenatchee, WA, with 15 years of industry experience. Braden 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.
Loading...

Location

1301 Walla Walla Avenue, Suite A, Wenatchee, WA, 98801

Get directions

History

Regulatory History (1)
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.
Criminal
April 2004
Final Disposition
Other Business ActivitiesSells Insurance

Braden is an insurance broker selling non-registered insurance products under Dragoo Financial Group and Crystal Clear Financial Group, LLC, including New York Life products. He also owns multiple rental properties and LLCs related to real estate management, and is a shareholder in a reinsurance company, and a book author, dedicating minimal time to each.

Employment History
Current Registrations
Eagle Strategies LLC
May 2019 - Present · 7 yrs 2 mos
Nylife Securities LLCBroker
November 2010 - Present · 15 yrs 8 mos
State Registrations33 states
AKALAZCACODCFLHIIDILMAMDMIMNMOMSMTNCNENHNJNVNYORPASCSDTNTXVAWAWIWY
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.