Joey Van Otterloo (CRD# 6581692) is an Investment Advisor Representative working at Eagle Strategies LLC in Spencer, IA and has over 7 years of experience in the finance industry.
CRD# 2525091
Royal Fund Management, LLC
CRD# 1249368
Insight Securities, Inc.
CRD# 6437382
Northwest Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Rock Valley, IA | Feb 2023 - Current | 1 |
| Bluewater Financial Group, LLC | Rock Valley, IA | Jun 2019 - Current | 4 |
| Nylife Securities LLC | Sioux Falls, SD | Jan 2016 - Current | 8 |
| New York Life Insurance Company | Sioux Falls, SD | Oct 2015 - Current | 8 |
| Unemployed | Spencer, IA | Oct 2015 - Oct 2015 | < 1 |
| Northwest Bank | Spencer, IA | Apr 2015 - Oct 2015 | < 1 |
| Northwest Bank | Estherville, IA | Nov 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- IA
- SD
-
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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