Ethan Lars Milton Anderson

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  Nylife Securities Llc
  Edina, MN
• 12/2015 → Present
  New York Life Insurance Company
  Edina, MN
• 08/2018 → Present
  Eagle Strategies Llc
  Edina, MN
• 01/2019 → Present
  Veritas Financial Strategies, Llc
  Edina, MN

Other Businesses

[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products; 1 Hartford Plaza, Hartford, CT 06155; Start Date 02/2020; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF VERITAS FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; EDINA, MN; START DATE: 01/2019] [Hudson Daybreak Rotary; I keep our weekly meetings orderly and introduce guests. Worlds largest service organization.; 1616 Crestview Dr. Hudson, WI 54016; Start Date 09/2016; Role/Title: Member; Not Investment Related; 8 hours per month; 4 hours per month during securities trading hours] [Landry's Smile, LLC; This LLC was created to reduce liability ; 449 Brookwood Drive, Hudson, WI 54016; Start Date 04/2024; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-23
• S63 Uniform Securities Agent State Law Examination
  2016-06-04

Other Names

• Ethan Lars Anderson