Olivia Kathryn Helmers
Investment adviser representative at Eagle Strategies LLC
12 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
12 years in the industry.
- Thomas Financial Group, LLCOct 2025 to now
- Eagle Strategies LLCMar 2024 to now
- Nylife Securities LLC.Sep 2021 to now
- New York Life Insurance CompanyAug 2020 to now
- Audubon Nature InstituteNov 2019 to May 2020
- Taste Buds ManagementFeb 2017 to Nov 2019
- Taste Buds ManagementAug 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7283072
- Firm CRD
- 110826