Valerie Phillips Kaiser
Investment adviser representative at Eagle Strategies LLC
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$32BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Eldenstreet Financial, LLC D.B.A. Eldenstreet FinancialMar 2016 to now
- Mahoney Financial Organization, LLCNov 2010 to now
- Eagle Strategies LLCFeb 2004 to now
- New York Life Insurance CompanyMay 1996 to now
- Nylife Securities LLCMay 1996 to now
- Mahoney & AssociatesMay 2015 to Feb 2020
- Kaiser Financial Solutions, LLCAug 2004 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (VA).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2753349
- Firm CRD
- 110826