Whitney Emanuel, financial advisor Edina MN
93 score

Whitney Emanuel

CRD Number: 5889436
Current Firm: Eagle Strategies LLC

Whitney Emanuel (CRD# 5889436) is an Investment Advisor Representative working at Eagle Strategies LLC in Edina, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Edina, MN Oct 2014 - Current 2
Nylife Securities LLC Edina, MN Jun 2014 - Current 2
New York Life Insurance Company Edina, MN Jun 2014 - Current 2
Ameriprise Financial Services Minneapolis, MN Feb 2011 - May 2014 3
Unemployed Minneapolis, MN Dec 2010 - Feb 2011 < 1
University Of Minnesota Minneapolis, MN Sep 2008 - Dec 2010 2
Solera Restaurant Minneapolis, MN Sep 2010 - Nov 2010 < 1
Dairy Queen Minneapolis, MN May 2003 - Oct 2010 7
Azia Restaurant Minneapolis, MN Feb 2008 - Mar 2010 2
University Of Minnesota, Shevlin Hall Minneapolis, MN Sep 2008 - Mar 2009 < 1
Mctc Minneapolis, MN Aug 2007 - May 2008 < 1
Mintahoe Catering & Events Minneapolis, MN Jan 2008 - Mar 2008 < 1
Hillsdale College Hillsdale, MI Aug 2006 - May 2007 < 1
Wilson-bennet Hillsdale, MI Sep 2006 - Mar 2007 < 1
Southwest High School Minneapolis, MN Sep 2001 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Whitney L. Emanuel
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
93
Clean Record
This advisor has a clean track record with regulators.

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