Kaysi Lynn Whelan
Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Wb Financial, LLC d/b/a Strata Financial PartnersDec 2025 to now
- Eagle Strategies LLCJul 2024 to now
- Nylife Securities, LLC.Oct 2019 to now
- New York Life Insurance CompanyJan 2019 to now
- Wb Financial, LLC d/b/a Ritrovare Financial & Insurance SolutionAug 2022 to Dec 2025
- UnemployedJul 2018 to Jan 2019
- Del Norte Unified SchoolApr 2017 to Jun 2018
- Mary Kay Independent SalJun 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7062495
- Firm CRD
- 110826