Nathan Sebesta
Investment adviser representative at Eagle Strategies LLC
16 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
16 years in the industry.
- Access Benefit Services, LLCMay 2022 to now
- Eagle Strategies LLCFeb 2022 to now
- Access Wealth Strategies, LLCSep 2018 to now
- Nylife Securities LLCApr 2018 to now
- New York Life Insurance CompanyMar 2018 to now
- Eagle Strategies LLCJul 2018 to Jan 2022
- Mwa Financial Services IncJul 2015 to Feb 2018
- Modern Woodmen of AmericaJun 2015 to Feb 2018
- Bri Bagwell Music LLCJan 2010 to Feb 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 6520051
- Firm CRD
- 110826