Brett Michael Heuertz
Investment adviser representative at Eagle Strategies LLC
15 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Brett Michael Heuertz? 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
15 years in the industry.
- Eagle Strategies LLCDec 2022 to now
- Nylife Securities LLCMar 2022 to now
- Mogul Wealth StrategiesFeb 2021 to now
- Da DavidsonMar 2020 to Apr 2021
- University of Nebraska OmahaAug 2018 to Nov 2021
- UnemployedApr 2018 to Jul 2018
- Yutan High SchoolJul 2011 to Apr 2018
Exams passed
- 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
- 7242057
- Firm CRD
- 110826