Erik Brandt
Investment adviser representative at Eagle Strategies LLC
8 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
8 years in the industry.
- High Point Financial Group, LLCSep 2023 to now
- Eagle Strategies LLCAug 2022 to now
- Nylife Securities LLCMay 2019 to now
- New York Life Insurance Co.Jan 2019 to now
- Ethos Wealth Strategies LLCJan 2023 to Sep 2023
- Noble Capital Group, LLCJun 2022 to Jan 2023
- Project Rise FitnessSep 2018 to Feb 2019
- Crossfit Cherry CreekSep 2018 to Jan 2019
- Old Town Athletic ClubJul 2016 to May 2018
- Colorado State UniversityJan 2016 to Aug 2018
- Pulcinella PizzeriaOct 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7055129
- Firm CRD
- 110826