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Cody Charles Riesterer

Eagle Strategies LLC

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About Cody Charles Riesterer

Cody Riesterer is an active registered representative in the state of Minnesota and Texas. Cody has been in the industry since 2018 and is currently employed by Eagle Strategies LLC. Cody has experience working at Edward Jones and Charles Schwab & Co., Inc. Cody holds licenses Series 66, Series 7, and SIE. Cody's specialties include financial planning and portfolio management. Cody is a licensed insurance broker and works with clients in the areas of insurance and investments. Cody is also associated with Promus Financial Group, LLC for the purpose of selling New York Life products and services.

Firm Information

Cody Riesterer 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.
Eagle Strategies LLC

3600 MINNESOTA DRIVE

EDINA, MN 55435

$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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Cody Riesterer’s Registration & Firm History

MN

06/05/2019 - Present

Eagle Strategies LLC (EDINA MN)

MN

06/25/2018 - 05/18/2019

EDWARD JONES (ST LOUIS PARK MN)

AZ

10/03/2017 - 01/16/2018

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 11/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/3/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cody Charles Riesterer.
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