Brandon Lee Hanson

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:

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-02-14
MN	RA	APPROVED	2015-04-24

TX RA
APPROVED_RES

Since 2019-02-14
MN RA
APPROVED

Since 2015-04-24

Branch Locations

Gateway Financial Strategies 9040 Quaday Ave Ne Ste 101, Otsego, MN 55330 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New York Life Insurance Company	Edina	MN	03/2015	Present
Nylife Securities Llc	Edina	MN	04/2015	Present
Eagle Strategies Llc	Monticello	MN	04/2015	Present
Gateway Financial Strategies, Llc	Monticello	MN	06/2015	Present

03/2015 → Present

New York Life Insurance Company

Edina, MN
04/2015 → Present

Nylife Securities Llc

Edina, MN
04/2015 → Present

Eagle Strategies Llc

Monticello, MN
06/2015 → Present

Gateway Financial Strategies, Llc

Monticello, MN

Previous Registrations

2013-11-18 → 2015-03-26

Thrivent Investment Management Inc.

Golden Valley, MN

Otsego, MN

Monticello, MN

Other Businesses

[INSURANCE BROKERING; INVESTMENT RELATED; 3600 MINNESOTA DRIVE, SUITE 100 EDINA, MN 55435; APPOINTED THROUGH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; INDEPENDENT CONTRACTOR; START DATE 04/2015; 5 HOURS PER MONTH, 5 HOURS DURING TRADING HOURS; COMPENSATION COMMISSIONS] [OPERATING UNDER THE DBA NAME OF GATEWAY FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MONTICELLO, MN; START DATE: 06/2015]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-06-08

S66 Uniform Combined State Law Examination

2009-06-08

Designations

Certified Financial Planner

View on SEC IAPD