AJ
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Austin Janssen

17 Years of Experience
Dakota Dunes, SD
BrokerSells Insurance

Austin Janssen is a registered investment advisor at Eagle Strategies LLC, based in Dakota Dunes, SD, with 17 years of industry experience. Austin 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

376 West Anchor Dr, Dakota Dunes, SD, 57049

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Austin is an insurance broker appointed with outside carriers to sell non-registered insurance products since 2011 and operates under the DBA Janssen Financial Group to sell New York Life products and broker non-registered insurance products since 2015. He also owns Janssen Financial Group, LLC, and is a board member of Siouxland Business Network, dedicating minimal time to these activities.

Employment History
Current Registrations
Eagle Strategies LLC
December 2018 - Present · 7 yrs 5 mos
Nylife Securities LLCBroker
May 2008 - Present · 18 yrs
State Registrations16 states
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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.
Austin Janssen - Financial Advisor | TrueAdvisor