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David Leon Johnson

Eagle Strategies LLC

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About David Leon Johnson

David Leon Johnson is a financial advisor with Eagle Strategies LLC. David is a Certified Financial Planner and a Chartered Financial Consultant. David has been in the financial industry since 1983. David has been registered with the state of Iowa since 1986. David has offices in Ankeny and Carroll. David has a Series 63 license, a Series 6, a Series 22 and a SIE license. David's specialties include financial planning, portfolio management, and educational seminars. David is also an insurance broker.

Firm Information

David Johnson 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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David Johnson’s Registration & Firm History

IA

06/11/2001 - Present

Eagle Strategies LLC (ANKENY IA)

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Licenses & Designations

BC

Issued 2/7/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/12/1989

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 5/10/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Leon Johnson. Review regulatory record here.
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