Heidi Lynne Adams
Investment adviser representative at Eagle Strategies LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Eagle Strategies LLCApr 2018 to now
- Nylife Securities LLCMar 2018 to now
- Hutchinson & Associates, LLCJan 2015 to now
- Naifa-ne Heartland AssociationJul 2016 to Dec 2019
- Eagle Strategies LLCNov 2014 to Jan 2018
- Nylife Securities LLCSep 2014 to Jan 2018
- New York Life Insurance CompanyMay 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
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
- 6337395
- Firm CRD
- 110826