Curtis Christensen (CRD# 2217508) is an Investment Advisor Representative working at Eagle Strategies LLC in Omaha, NE and has over 32 years of experience in the finance industry.
CRD# 4758589
Equitable Advisors, LLC
CRD# 4725919
Ameriprise Financial Services, LLC
CRD# 2619340
Mutual Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Omaha, NE | Nov 2016 - Current | 7 |
| New York Life | Omaha, NE | May 2007 - Current | 17 |
| Nylife Securities LLC | Omaha, NE | May 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- NE
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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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