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Kaysi Lynn Whelan

Eagle Strategies LLC

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About Kaysi Lynn Whelan

Kaysi Whelan is an investment advisor representative with Eagle Strategies LLC based in Beaverton, OR. Kaysi is registered with FINRA and the SEC and is licensed in several states, including Oregon, Arizona, California, Texas, and Washington. Kaysi offers financial planning, pension consulting, and portfolio management for individuals. Kaysi has experience working with high-net-worth individuals, corporations, and charitable organizations. Kaysi also holds a Series 63, 65, and 7 licenses. Kaysi has been in the financial industry since 2019.

Firm Information

Kaysi Whelan is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$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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Kaysi Whelan’s Registration & Firm History

OR

08/02/2024 - Present

Eagle Strategies LLC (BEAVERTON OR)

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Licenses & Designations

IA

Issued 07/30/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/18/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaysi Lynn Whelan.
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