Kirstin Jensen (CRD# 6019722) is an Investment Advisor Representative working at Eagle Strategies LLC in Sheboygan, WI and has over 8 years of experience in the finance industry.
CRD# 4497282
Stifel, Nicolaus & Company, Incorporated
CRD# 5791309
Stifel, Nicolaus & Company, Incorporated
CRD# 2304923
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voyage Wealth Strategies | Sheboygan, WI | May 2018 - Current | 5 |
| Eagle Strategies LLC | Sheboygan, WI | Sep 2015 - Current | 8 |
| Nylife Securites LLC | Sheboygan, WI | Apr 2015 - Current | 9 |
| Huhn, Wessel & Company | Sheboygan, WI | May 2014 - May 2018 | 4 |
| Huhn, Wessel & Company | Sheboygan, WI | Feb 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- WI
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Total Assets Under Management20,358MILLIONS
-
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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