Paige Elizabeth Vanvliet
Investment adviser representative at Eagle Strategies LLC
14 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
14 years in the industry.
- Generation Three Financial, LLCSep 2024 to now
- Eagle Strategies LLCAug 2021 to now
- Nylife Securities LLCMay 2021 to now
- New York Life Insurance CompanyMar 2012 to now
- Genzink SteelAug 2018 to Mar 2021
- United RentalsAug 2016 to Aug 2018
- Clique Bowling LanesNov 2012 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2021
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
- 6034844
- Firm CRD
- 110826