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Aron Scott

Eagle Strategies LLC
13 Years of Experience
Grimes, IA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Aron Scott is a registered investment advisor at Eagle Strategies LLC, based in Grimes, IA, with 13 years of industry experience. Aron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

Grimes, IA

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History

Regulatory History (2)
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.
Financial
February 2018
Final
Financial
February 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Aron works as an insurance broker, dedicating minimal time to brokering non-registered insurance products. He also volunteers as a youth group leader and church elder, owns rental property, operates under the DBA name of Wiskus Group, and is a board member for the Oskaloosa Activities Booster Club.

Employment History
Current Registrations
Eagle Strategies LLC
March 2023 - Present · 3 yrs 7 mos
Nylife Securities LLCBroker
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Nylife Securities LLCBroker
March 2013 - January 2018 · 4 yrs 10 mos
State Registrations24 states
ARAZCACOFLGAIAILINKSMAMDMIMNMONENMNVNYOHORTXVAWI
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.
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