Jessica Ann Holmen

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

• 10/2023 → Present
  High Point Financial Group
  Windsor, CO
• 04/2022 → 10/2023
  Noco Pediatric Ot
  Windsor, CO
• 11/2021 → 04/2022
  Timberline Church
  Fort Collins, CO
• 08/2019 → 11/2021
  High Point Financial Group
  Windsor, CO
• 08/2013 → 05/2019
  Greeley Evan School District 6
  Greeley, CO
• 09/2024 → Present
  Nylife Securities Llc
  Windsor, CO
• 11/2020 → 11/2024
  Beautycounter
  Windsor, CO
• 05/2025 → Present
  Eagle Strategies Llc
  Windosr, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-05-21

Other Names

• Jessica Ann Sulmeisters
• Jessica Ann Arndt
• Jessica Holmen