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Kirstin Sue Jensen

Eagle Strategies LLC

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About Kirstin Sue Jensen

Kirstin Sue Jensen is a registered representative with Eagle Strategies LLC. Kirstin has been in the financial industry since 2015, and has worked with a number of firms, including NYLIFE Securities LLC and Huhn, Wessel & Co. Kirstin is registered to offer securities in Florida, South Carolina, Texas and Wisconsin. Kirstin also holds a Series 66 license. Kirstin's practice is focused on providing financial advice and planning services to individuals and businesses. Kirstin is a notary public in Wisconsin and is also active in other business ventures, including Voyage Wealth Strategies, which also provides insurance and financial services to its clients.

Firm Information

Kirstin Jensen 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

813 RIVERFRONT DRIVE

SHEBOYGAN, WI 53081

$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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Kirstin Jensen’s Registration & Firm History

WI

09/01/2015 - Present

Eagle Strategies LLC (SHEBOYGAN WI)

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Licenses & Designations

BOTH

Issued 8/26/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/4/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kirstin Sue Jensen.
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