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August James Ehlers

Eagle Strategies LLC

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About August James Ehlers

August Ehlers is a financial professional with over 8 years of experience in the industry. August is registered with Eagle Strategies LLC. August is also registered as an Investment Advisor Representative in Nebraska and holds Series 66, 63, 7TO, and SIE licenses. August is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. August specializes in Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Individuals, and Portfolio Management for Businesses.

Firm Information

August Ehlers is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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August Ehlers’s Registration & Firm History

NE

07/20/2021 - Present

Eagle Strategies LLC (ELKHORN NE)

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Licenses & Designations

BOTH

Issued 03/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/07/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for August James Ehlers.
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