Glenn Hoehnen (CRD# 5091008) is an Investment Advisor Representative working at Eagle Strategies LLC in Lyndhurst, OH and has over 14 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Lyndhurst, OH | May 2023 - Current | < 1 |
| Precision Insurance Solutions, LLC | Lyndhurst, OH | Dec 2016 - Current | 7 |
| Precision Financial Solutions | Seven Hills, OH | Oct 2016 - Current | 7 |
| New York Life Insurance Company | Seven Hills, OH | Jan 2006 - Current | 18 |
| Nylife Securities | Seven Hill, OH | Feb 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- OH
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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