Brian Foecke, financial advisor Burlington IA

Brian Foecke

CRD Number: 4105404
Current Firm: Eagle Strategies LLC

Brian Foecke (CRD# 4105404) is an Investment Advisor Representative working at Eagle Strategies LLC in Burlington, IA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Burlington, IA Dec 2021 - Current 2
New York Life Insurance Company Cedar Rapids, IA Dec 1999 - Current 24
Legacy Retirement Solutions, LLC Burlington, IA Dec 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S65 NASAA Investment Advisors Law Examination Dec 2021
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brian J. Foecke
Phone Number: (888) 695-3245
Registered State(s):
  • IA
  • TX
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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