Kirk Quaschnick, financial advisor Frisco TX

Kirk Quaschnick

CRD Number: 2260022
Current Firm: Eagle Strategies LLC

Kirk Quaschnick (CRD# 2260022) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Tri Wealth, LLC Frisco, TX Feb 2024 - Current < 1
Integrated Financial Frisco, TX Apr 2023 - Current 1
Island Wealth Strategies And Insurance Solutions, LLC Frisco, TX Apr 2022 - Current 2
Eagle Strategies LLC Frisco, TX Jan 2002 - Current 22
Nylife Securities LLC Dallas, TX Jul 1992 - Current 32
New York Life Insurance Company Dallas, TX Mar 1992 - Current 32
Mogul Wealth Strategies LLC Dallas, TX Apr 2007 - Feb 2024 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kirk G. Quaschnick
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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