CRD: 138825
Eagle Financial Strategies
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-30-2007
- Office Locations
- 1
Office Locations
About Eagle Financial Strategies
Eagle Financial Strategies is a Bangor, Maine advisory firm providing comprehensive financial guidance, combining financial planning with portfolio construction, asset management, and insurance/life insurance solutions. Its investment approach emphasizes asset allocation and risk management using index funds, mutual funds, and ETFs, with retirement and estate planning support. Custody is through LPL Financial.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD MILLER NICKERSON
Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, Owner, President, TREASURER
- CRD
- #3245645
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ANDREW MCCARD NICKERSON
--
- CRD
- #6647418
David M Robbins
--
- CRD
- #2593301
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,988,854 | $289,660 |
| Non-Discretionary | $0 | -- |
| Total | $145,988,854 | $289,660 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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