Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Rusten is an Investment Advisor Representative who has been in the industry since 1984. Jon is currently registered with Eagle Strategies LLC, based in Woodbury, MN, and has previously held positions at Thrivent Investment Management Inc. and American Express Financial Advisors Inc. Jon provides financial planning and investment advice to a wide range of clients including individuals, corporations, and charitable organizations. Jon is committed to providing his clients with personalized investment advice and guidance to help them achieve their financial goals.
WOODBURY, MN
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.
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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 5/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/2/2006
Series 7 - General Securities Representative Examination
BC
Issued 4/21/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 9/25/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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