Thomas Klotz, financial advisor Kenner LA

Thomas Klotz

CRD Number: 862317
Current Firm: Eagle Strategies LLC

Thomas Klotz (CRD# 862317) is an Investment Advisor Representative working at Eagle Strategies LLC in Kenner, LA and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Nylife Securities Inc. New Orleans, LA Feb 1979 - Current 45
New York Life Ins Co New Orleans, LA May 1977 - Current 46
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Thomas C. Klotz
Phone Number: (888) 695-3245
Registered State(s):
  • LA
  • 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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