Marguerite Jo Wiese
Investment adviser representative at Eagle Strategies LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Eldenstreet Financial, LLC D.B.A. Eldenstreet FinancialDec 2023 to now
- New York Life Insurance CompanyOct 2023 to now
- Eagle Strategies LLCJan 2018 to now
- Nylife Securities LLCNov 2016 to now
- Eldenstreet Financial, LLC D.B.A. Eldenstreet FinancialMay 2019 to Oct 2023
- Fulkerson Financial GroupApr 2015 to Aug 2019
- Wiese Management ConsultingApr 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 6485451
- Firm CRD
- 110826