Jeremy Stackhouse (CRD# 6033009) is an Investment Advisor Representative working at Eagle Strategies LLC in Lafayette, IN and has over 11 years of experience in the finance industry.
CRD# 4121340
Lpl Financial LLC
CRD# 3107784
Osaic Wealth, Inc.
CRD# 1447515
Banker Investment Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Financial Group LLC | Lafayette, IN | Aug 2023 - Current | < 1 |
| Eagle Strategies LLC | Lafayette, IN | Apr 2022 - Current | 2 |
| Nylife Securities LLC | Fort Wayne, IN | Mar 2012 - Current | 12 |
| New York Life Insurance Company | Fort Wayne, IN | Feb 2012 - Current | 12 |
| Wabash City Schools | Wabash, IN | May 2015 - Dec 2022 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
- IN
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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