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Aaron James Verbrugge

Investment adviser representative at Eagle Strategies LLC
24 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business

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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

24 years in the industry.

  1. Eagle Strategies LLCMay 2018 to now
  2. Affinity Financial GroupFeb 2017 to now
  3. Nylife Securities LLCDec 2016 to now
  4. New York Life InsuranceOct 2016 to now
  5. Signatore Investors, Inc.Jan 2002 to Dec 2016
  6. Vantagepointe Financial GroupJan 2002 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
4552192
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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