Lee Kitzenberg, financial advisor Edina MN
83 score

Lee Kitzenberg

CRD Number: 4534245
Current Firm: Eagle Strategies LLC

Lee Kitzenberg (CRD# 4534245) is an Investment Advisor Representative working at Eagle Strategies LLC in Edina, MN and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC New Hope, MN Dec 2013 - Current 3
Promus Financial Group New Hope, MN Jul 2008 - Current 8
New York Life Insurance Company Edina, MN Feb 2003 - Current 13
Mahoney Financial Organization, LLC Edina, MN Oct 2015 - Jan 2016 < 1
Amberleaf Family Dental Bloomington, MN Nov 2000 - Apr 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Apr 2005
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lee A. Kitzenberg
Phone Number: (888) 695-3245
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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

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BADGES
83

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