Unclaimed
Eric Paul Herried is a financial advisor with Eagle Strategies LLC. Eric has been in the financial industry since 2003 and is registered to provide investment advice in multiple states. Eric has expertise in portfolio management, financial planning, and pension consulting. Eric is affiliated with Eagle Strategies LLC and also operates Herrried Financial Group as a DBA.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
06/16/2021 - Present
Eagle Strategies LLC (DULUTH MN)
MN
06/30/2003 - 02/15/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 7/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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