Company History

Eagle One Investments, LLC was formed in 1998 by representatives for representatives. A corporate buyout of our previous broker dealer convinced us that only a rep-owned broker dealer could truly serve our needs as financial advisors. Eagle One is owned by our representatives. Our board consists of 12 representatives/owners with over 15 years of experience each in addition to our CEO. These owners manage their own books of business and understand the challenges that financial advisors face today. This relationship ensures that company decisions will be made with our representatives best interest first and foremost.

Our goal, from inception and for the future, is to provide an environment for our advisors to service their clients efficiently and without overwhelming corporate interference. We do not impose sales quotas or push proprietary products. Eagle One advisors are able to manage their office in the best interest of their clients. A typical Eagle One advisor is experienced, fiercely independent, and a true entrepreneur. We provide a platform to support our advisors as they build and grow their business. The home office staff supplements this by providing Midwest-based courteous assistance in a very timely manner.

We have grown Eagle One over the last ten years by providing advisors an opportunity to grow their own business. Our success is directly attributed to our advisors success. Eagle One Investments is now registered in thirty-eight states and licenses over 70 representatives. Eagle One, like our advisors, is fiercely independent and intends to remain independent. We believe that our ownership model provides stability for our advisors to grow their own offices.


Board of Directors