Konrad Korth (CRD# 7455861) is an Investment Advisor Representative working at Eagle Strategies LLC in Windsor, CO and has over 2 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scca Swim Team | Fort Collins, CO | Mar 2023 - Current | 1 |
| High Point Financial Group, LLC | Windsor, CO | Mar 2023 - Current | 1 |
| Eagle Strategies LLC | Windsor, CO | Nov 2022 - Current | 1 |
| Nylife Securities LLC | Fort Collins, CO | Dec 2021 - Current | 2 |
| New York Life Insurance Company | Fort Collins, CO | Oct 2021 - Current | 2 |
| Streamline Crane Service | Fort Collins, CO | Oct 2019 - Oct 2021 | 2 |
| 1888 Industrial Services | Ault, CO | Jul 2018 - Oct 2019 | 1 |
| Homemaker | Fort Collins, CO | Jul 2016 - Jul 2018 | 2 |
| Korth Aquatics LLC | Oak Brook Terrace, IL | Jul 2013 - Jul 2016 | 3 |
| T3i | Great Lakes, IL | Oct 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- CO
- TX
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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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