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Bryan Donald Wulz

Eagle Strategies LLC

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About Bryan Donald Wulz

Bryan Donald Wulz is a financial advisor with over 38 years of experience in the industry. Bryan holds multiple securities licenses, including Series 6, 7, 22, 63, and 65, as well as the SIE exam. Bryan is a registered representative with Eagle Strategies LLC, where he has been with the firm since 2003. Bryan has been a registered Investment Advisor since 2003 as well. Bryan is also a Chartered Financial Consultant (ChFC). In addition to his work with Eagle Strategies, Bryan also works as an insurance broker, appointed with various outside insurance carriers for the purpose of brokering non-registered insurance products.

Firm Information

Bryan Wulz is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.

$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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Bryan Wulz’s Registration & Firm History

GA

10/31/2003 - Present

Eagle Strategies LLC (MARIETTA GA)

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Licenses & Designations

IA

Issued 11/12/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 3/6/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/9/1992

Series 7 - General Securities Representative Examination

BC

Issued 2/26/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 1/8/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bryan Donald Wulz. Review regulatory record here.
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