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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dean Bonk is an investment advisor representative at Eagle Strategies LLC. Robert has been in the industry since 1999. Robert has passed the Series 6, 7, 24, 63 and 65 exams. Robert has been registered with the state of Nebraska for investment advisory services since 2022. Robert has also been registered in Iowa and Kansas. Robert has worked with clients in a variety of capacities, including individuals, high-net-worth individuals, charitable organizations, and corporations. Robert specializes in financial planning, portfolio management, and investment advisory services.
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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NE
04/22/2022 - Present
Eagle Strategies LLC (ELKHORN NE)
NE
07/01/2002 - 09/04/2007
THRIVENT INVESTMENT MANAGEMENT INC. (GRAND ISLAND NE)
MN
04/19/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 2/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/1/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 4/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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