Jon E Rusten

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

• 09/2014 → Present
  New York Life Insurance Company
  Edina, MN
• 09/2014 → Present
  Nylife Securities Llc
  Edina, MN
• 12/2014 → Present
  Eagle Strategies Llc
  Edina, MN

Previous Registrations

• 2013-12-19 → 2014-07-09
  Thrivent Investment Management Inc.
  Minneapolis, MN
• 2008-01-02 → 2009-05-18
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

[INSURANCE BROKERING; INVESTMENT RELATED; 7098 ROBINSOOD TRAIN, WOODBURY, MN 55126; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 06/2014; 10 HOURS/MONTH, 10 HOURS/MONTH DEVOTED DURING SECURITIES HOURS] [UNIVERSITY OF MINNESOTA COLLEGE OF EDUCATION AND HUMAN DEVELOPMENT; UNIVERSITY OF MINNESOTA COLLEGE OF EDUCATION AND HUMAN DEVELOPMENT VOLUNTEER. HELPING PROFESSORS IN THE COLLEGE OF EDUCATION DEVELOP A FINANCIAL LITERACY PROGRAM FOR YOUNG ADULTS AT THE GRADE SCHOOL, HIGH SCHOOL, COLLEGE AND PROFESSIONAL LEVELS:; UNIVERSITY OF MINNESOTA CAMPUS, UNIVERSITY AVENUE, ST. PAUL, MN; START DATE 09/2015; ROLE/TITLE: VOLUNTEER; NOT INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams

• S66 Uniform Combined State Law Examination
  2007-05-19
• S63 Uniform Securities Agent State Law Examination
  1981-12-10

Other Names

• John E Rusten
• Jon Elmer Rusten