Allan Sherwood
Investment adviser representative at Eagle Strategies LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$32BFirm assets
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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
25 years in the industry.
- Eagle Strategies LLCMar 2026 to now
- Nylife Securities, LLCMar 2026 to now
- New York Life Insurance CompanyFeb 2026 to now
- Edward JonesAug 2023 to Feb 2026
- Marshall Public SchoolsAug 2017 to Aug 2023
- Battle Creek Public SchoolsJul 2001 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7790974
- Firm CRD
- 110826