Trever James Dodd
Investment adviser representative at Eagle Strategies LLC
15 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
15 years in the industry.
- Eagle Strategies LLCSep 2022 to now
- Nylife Securities LLCJun 2022 to now
- Kruse Financial GroupJun 2021 to now
- State FarmJan 2021 to Jun 2021
- Boyd Jones ConstructionMar 2020 to Jan 2021
- Morningside UniveristyAug 2018 to Dec 2021
- Hartley-melvin-sanborn School DistrictAug 2011 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (SD, 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
- 7453185
- Firm CRD
- 110826