Alexa Jean Lenhart
Investment adviser representative at Eagle Strategies LLC
9 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
9 years in the industry.
- Innovative Financial Solutions GroupAug 2025 to now
- Eagle Strategies LLCOct 2024 to now
- Nylife Securities LLCJan 2020 to now
- New York Life Insurance CompanyDec 2019 to now
- Innovative Financial SolutionsJun 2025 to Aug 2025
- Self-state FarmApr 2018 to Dec 2019
- Trevis Beeck State FarmApr 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7201607
- Firm CRD
- 110826