Preston S Karraker
Investment adviser representative at Eagle Strategies LLC
10 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
10 years in the industry.
- Lewis & Bluhm Financial Group, LLCJul 2026 to now
- Eagle Strategies LLCFeb 2025 to now
- Nylife Securities LLCJun 2024 to now
- David LewisApr 2024 to now
- AtriumNov 2023 to Apr 2024
- NextsourceAug 2023 to Nov 2023
- UnemployedMar 2023 to Aug 2023
- Northsound RefrigerationJul 2022 to Feb 2023
- UnemloyedMay 2022 to Jun 2022
- University of Colorado Springs ColoradoAug 2020 to May 2022
- Pikes Peak Community CollegeMay 2019 to Jul 2020
- Sprouts Famers MarketMay 2017 to Sep 2019
- Wendy'sFeb 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7797209
- Firm CRD
- 110826