Konnor Thomas Hoerman
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.
- Innovative Wealth Strategies LLCApr 2026 to now
- Eagle Strategies LLCFeb 2026 to now
- Nylife Securities LLCJan 2026 to now
- New York Life InsuranceDec 2025 to now
- Innovation Partners LLCJun 2025 to Oct 2025
- Catalyst Financial Group LLCApr 2025 to Oct 2025
- Gordon Spring Track CampMar 2025 to Mar 2025
- Whisky WoodsJun 2024 to Jun 2025
- Purple GoatJun 2023 to Jun 2024
- AmazonMay 2022 to Aug 2022
- TarletonAug 2021 to May 2025
- Chick-fil-aMay 2021 to Aug 2021
- Abernathy High SchoolAug 2017 to Aug 2021
- Abernathy Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8120801
- Firm CRD
- 110826