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Heidi L Halus

Eagle Strategies LLC

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About Heidi L Halus

Heidi L. Halus is a registered Investment Advisor Representative with Eagle Strategies LLC. Heidi has been in the financial services industry since January 2002 and has a combined 20 years of experience. Her expertise includes financial planning, portfolio management for individuals and businesses, and educational seminars. Heidi holds Series 6, 7, 24, 63 and 66 licenses and has been registered in Colorado and California. Heidi also has been an instructor at Colorado Free University since 2021, teaching courses on Women & Finance and Clarity - SHIFT your thoughts to positive thinking.

Firm Information

Heidi Halus 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

370 INTERLOCKEN BOULEVARD

BROOMFIELD, CO 80021

$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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Heidi Halus’s Registration & Firm History

CO

11/26/2014 - Present

Eagle Strategies LLC (BROOMFIELD CO)

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Licenses & Designations

BOTH

Issued 11/20/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/18/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/24/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/3/2012

Series 7 - General Securities Representative Examination

BC

Issued 1/9/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heidi L Halus.
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