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Konrad Davis Korth

Eagle Strategies LLC

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About Konrad Davis Korth

Konrad Korth is a financial professional registered with Eagle Strategies LLC in Windsor, CO. Konrad has been in the industry since 2021 and specializes in providing financial planning and investment management services for individuals and businesses. Konrad is also an insurance broker for Eagle Strategies LLC. Konrad is licensed in several states and holds a Series 65 license for investment advisory services and a Series 63 license for securities transactions. Konrad also holds the Series 7 and Series 6 licenses, in addition to the SIE.

Firm Information

Konrad Korth 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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Konrad Korth’s Registration & Firm History

CO

12/01/2022 - Present

Eagle Strategies LLC (WINDSOR CO)

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Licenses & Designations

IA

Issued 11/09/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/12/2021

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

BC

Issued 11/19/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Konrad Davis Korth.
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