Trevor Lewis Fridell
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Integrated Financial Resources, Inc. d/b/a Integrated FinancialJan 2026 to now
- Eagle Strategies LLCSep 2025 to now
- Nylife Securities LLCOct 2022 to now
- New York Life Insurance CompanySep 2022 to now
- UnemployedApr 2021 to Jan 2022
- Northwestern Mutual Investment Services LLCJan 2019 to Aug 2022
- Northwestern Mutual Investment Services LLCJan 2018 to Dec 2018
- Northwestern Mutual Levi SwensonOct 2016 to Apr 2021
- Northwestern Mutual Investment Services LLCAug 2016 to Dec 2016
- Levi SwensonOct 2015 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 6348020
- Firm CRD
- 110826