Ashish Tomar (CRD# 5072648) is an Investment Advisor Representative working at Eagle Strategies LLC in Edina, MN and has over 17 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Akshya Financial | Woodbury, MN | Mar 2017 - Current | 7 |
| Eagle Strategies LLC | Edina, MN | Mar 2010 - Current | 14 |
| Nylife Securities | Edina, MN | Nov 2006 - Current | 17 |
| New York Life Insurance Co | Edina, MN | May 2006 - Current | 17 |
| Tomar & Associates | Edina, MN | Apr 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- MN
- 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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