Brandon Hanson
Brandon Hanson is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Otsego, MN, with 16 years of industry experience. Brandon 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
Gateway Financial Strategies, 9040 Quaday Ave NE Ste 101, Otsego, MN, 55330
Get directionsHistory
Regulatory History (1)
Financial
April 2017Other Business ActivitiesSells Insurance
Brandon works as an insurance broker through outside carriers, dedicating a few hours per week to brokering non-registered outside insurance products. He also operates under the DBA name of Gateway Financial Strategies, LLC for selling New York Life products and brokering non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations7 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.