Colton Bernard White
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Eagle Strategies LLCMar 2025 to now
- Your Vision Financial GroupNov 2023 to now
- Nylife Securities LLCOct 2020 to now
- New York Life Insurance CompanyJun 2020 to now
- Iowa Beverage Company FleckMay 2019 to Aug 2019
- Renaud Spirit CenterApr 2018 to Aug 2018
- Coe CollegeAug 2016 to May 2020
- New Melle SportsAug 2015 to Aug 2018
- Old Hickory Golf ClubMay 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
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
- 7262643
- Firm CRD
- 110826