Unclaimed
Jon Rusten is a financial advisor with Eagle Strategies LLC. Jon has been in the industry since 1984. Jon is registered with the state of Minnesota as an investment advisor representative. Jon's office is located at Eagle Strategies LLC in Woodbury, Minnesota. Jon has worked at several other financial institutions, including Thrivent Investment Management Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Lutheran Brotherhood Securities Corp. Jon has a wide range of experience in the financial industry. Jon is committed to providing clients with the highest quality financial advice and services.
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
12/26/2014 - Present
Eagle Strategies LLC (WOODBURY MN)
MN
04/23/2010 - 07/09/2014
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
03/28/2003 - 05/18/2009
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
09/25/1998 - 01/27/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/25/1998 - 01/27/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/06/1981 - 11/18/1996
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 05/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/25/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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