Joey Otterloo
Joey Otterloo is a registered investment advisor at Eagle Strategies LLC, based in Spencer, IA, with 9 years of industry experience. Joey 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
1807 Norris Place, Spencer, IA, 51301
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2024Other Business ActivitiesSells Insurance
Joey is appointed with outside insurance carriers to broker non-registered insurance products, including health and dental group business, and operates under the DBA Bluewater Financial Group, LLC to sell New York Life products and broker other non-registered insurance products. He also serves as president of a condo association, dedicating minimal time to this role.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations13 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.