Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Ivar Grumdahl is a registered Investment Advisor Representative with Eagle Strategies LLC. Roger is also a registered representative of the firm. Roger has been in the financial services industry since 1993. Roger has passed the Series 6, Series 7, Series 63, and Series 65 exams, as well as the SIE exam. Roger has a variety of specializations, including retirement planning, college savings, and estate planning. Roger is also a licensed insurance broker and has been appointed with outside carriers for the purpose of brokering non-registered insurance products. Roger provides financial planning, educational seminars, and portfolio management for individuals. Roger's previous experience includes working for Thrivent Investment Management Inc. and Lutheran Brotherhood Securities Corp.
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.
1
2
MN
11/17/2015 - Present
Eagle Strategies LLC (MINNEAPOLIS MN)
MN
07/01/2002 - 10/12/2015
THRIVENT INVESTMENT MANAGEMENT INC. (GOLDEN VALLEY MN)
MN
01/05/1993 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Roger Grumdahl is the right advisor for you? Invested Better is here to help.
