Kari Anderson, financial advisor Watertown SD

Kari Anderson

CRD Number: 6002138
Current Firm: Eagle Strategies LLC

Kari Anderson (CRD# 6002138) is an Investment Advisor Representative working at Eagle Strategies LLC in Watertown, SD and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Sioux Falls, SD May 2015 - Current 8
Nylife Sexurities LLC Sioux Falls, SD Dec 2011 - Current 12
New York Life Sioux Falls, SD Nov 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Kari A. Anderson
Phone Number: (888) 695-3245
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
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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