Gennivie Marie Egan
Investment adviser representative at Eagle Strategies LLC
12 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
12 years in the industry.
- Retirement SolutionsJul 2026 to now
- Eagle Strategies LLCJun 2026 to now
- Nylife Securities, LLCFeb 2025 to now
- New York LifeJun 2024 to now
- Ortho MontanaMar 2023 to Nov 2024
- Executive Property ServicesJun 2022 to Feb 2023
- UnemployedOct 2020 to May 2022
- U.S. Census BuerauJul 2020 to Sep 2020
- UnemployedMar 2020 to Jun 2020
- The Masonry CenterOct 2019 to Feb 2020
- UnemployedAug 2019 to Sep 2019
- Scl Heights Family PracticeJun 2017 to Aug 2019
- Applebees Bar and GrillJul 2016 to Aug 2017
- Msu BillingsAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 7947384
- Firm CRD
- 110826