linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tricia Lynn Holdgrafer

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tricia? Claim Your Profile

About Tricia Lynn Holdgrafer

Tricia Lynn Holdgrafer is a financial advisor based in Bellevue, IA. Tricia has been in the financial industry since March 2017 and is currently registered with Eagle Strategies LLC. Tricia holds a Series 6, Series 7TO, Series 63, and Series 65 license. She is also registered in Iowa, Illinois, and Wisconsin. Tricia's specializations include financial planning, pension consulting, educational seminars, and portfolio management for individuals.

Firm Information

Tricia Holdgrafer 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

107 N 2nd Street

Bellevue, IA 52031

$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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tricia Holdgrafer’s Registration & Firm History

IA

11/02/2021 - Present

Eagle Strategies LLC (Bellevue IA)

Not sure if Tricia Lynn Holdgrafer is right for you?

Licenses & Designations

IA

Issued 10/15/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/7/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/16/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tricia Lynn Holdgrafer.
Not sure if Tricia Lynn Holdgrafer is right for you?