Darin Swick
Investment adviser representative at Eagle Strategies LLC
11 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Darin Swick? Claim your profile
Contact this firm
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.
- Eagle Strategies LLCJul 2025 to now
- New York Life Insurance CompanyJun 2025 to now
- Nylife Securities LLCJun 2025 to now
- Thrivent FinancialDec 2023 to Jun 2025
- Thrivent Investment Management Inc.Nov 2023 to Jun 2025
- First Interstate BankJul 2022 to Oct 2023
- LPL Financial, LLCJul 2022 to Oct 2023
- Pruco Securities, LLC.Jan 2019 to Jul 2022
- Prudential Insurance Company of AmericaJan 2019 to Jul 2022
- Woodbury Financial Services IncJul 2018 to Dec 2018
- Principal Life Insurance CompanyFeb 2017 to Jul 2018
- Principal Securities IncFeb 2017 to Jul 2018
- Gcg Financial, IncAug 2015 to Jan 2017
- Minnesota Life Ins CoAug 2015 to Jan 2017
- Securian Financial Services, IncAug 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6528856
- Firm CRD
- 110826