Aaron Rene Thevenet
Investment adviser representative at Eagle Strategies LLC
16 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Aaron Rene Thevenet? 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
16 years in the industry.
- Planwell Investments & Strategies, LLCAug 2025 to now
- Eagle Strategies LLCJun 2024 to now
- Nylife Securities LLCJun 2018 to now
- New York Life Insurance CoMay 2018 to now
- 3 Boys StrippingJun 2010 to now
- Thevenet Lawn CareMay 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 6959366
- Firm CRD
- 110826