Andrew Branz, financial advisor Breese IL

Andrew Branz

CRD Number: 6572919
Current Firm: Eagle Strategies LLC

Andrew Branz (CRD# 6572919) is an Investment Advisor Representative working at Eagle Strategies LLC in Breese, IL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Breese, IL Nov 2017 - Current 6
The Timmermann Group Breese, IL Feb 2017 - Current 7
Nylife Securities LLC Creve Coeur, MO May 2016 - Current 7
New York Life Insurance Company Creve Coeur, MO Sep 2015 - Current 8
Hub Group/ Unvson Logistics St. Louis, MO Mar 2009 - Apr 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Andrew R. Branz
Phone Number: (888) 695-3245
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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