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Kerri Ann Mitchell

Eagle Strategies LLC

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About Kerri Ann Mitchell

Kerri Mitchell is a financial advisor with Eagle Strategies LLC and has over 15 years of experience in the financial industry. Kerri provides financial planning, pension consulting and portfolio management for individuals and businesses. She is registered in 19 states. Kerri also offers educational seminars and publication of periodicals. Kerri previously worked for U.S. BANCORP INVESTMENTS, INC. and BANCWEST INVESTMENT SERVICES, INC.. Kerri is committed to providing clients with the highest level of service and helping them achieve their financial goals.

Firm Information

Kerri Mitchell 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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Kerri Mitchell’s Registration & Firm History

WA

02/22/2011 - Present

Eagle Strategies LLC (KENNEWICK WA)

WA

03/19/2008 - 02/18/2009

U.S. BANCORP INVESTMENTS, INC. (BENTON CITY WA)

NE

07/31/2007 - 02/28/2008

BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 11/13/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kerri Ann Mitchell.
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