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Terry Kim Lewis

Eagle Strategies LLC

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About Terry Kim Lewis

Terry Kim Lewis is a financial professional with over 40 years of experience in the industry. Terry is a Certified Financial Planner and a Chartered Financial Consultant, currently registered with Eagle Strategies LLC in Edina, Minnesota. Terry is also registered with the state of Texas. Terry's specialties include financial planning, portfolio management, and investment advisory services. Terry's firm, Eagle Strategies LLC, has a long history of providing comprehensive financial services to a wide range of clients, including individuals, families, businesses, and charitable organizations.

Firm Information

Terry Lewis 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

3600 MINNESOTA DRIVE

EDINA, MN 55435

$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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Terry Lewis’s Registration & Firm History

MN

12/06/2021 - Present

Eagle Strategies LLC (EDINA MN)

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Licenses & Designations

IA

Issued 5/3/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/10/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/25/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 7/28/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Kim Lewis.
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