JE
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John Enslin

12 Years of Experience
Ackley, IA
BrokerSells Insurance

John Enslin is a registered investment advisor at Eagle Strategies LLC, based in Ackley, IA, with 12 years of industry experience. John 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

706 Main Street Et, Suite A, Ackley, IA, 50601

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

John is an insurance broker appointed with outside carriers and operates under the DBA names of The Enslin Group, LLC and Innovative Financial Solutions, selling New York Life products and brokering non-registered insurance products. He also owns Cougar Fitness LLC, Enslin Enterprises LLC, and is involved with the Ackley Development Commission and the Hardin County Economic Development Advisory Council.

Employment History
Current Registrations
Eagle Strategies LLC
May 2021 - Present · 5 yrs
Nylife Securities LLCBroker
February 2014 - Present · 12 yrs 3 mos
State Registrations12 states
ALAZIAILKSMNMONCNVOHOKTX
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.