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Kerry Anne Matthews

Investment Adviser Representative at EAGLE STRATEGIES LLC

Lakeville, MNCRD #6549120Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
17 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kerry Anne Matthews has worked in the securities industry since 2016. They are registered to provide investment advisory services in 17 U.S. states.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 17 states
ArizonaCaliforniaColoradoFloridaIllinoisIowaMinnesotaMontanaNevadaNew YorkNorth DakotaRhode IslandSouth DakotaTexasUtahVirginiaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/7/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 3/1/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/8/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Eagle Strategies LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EAGLE STRATEGIES LLCCurrent
9/16/2022Lakeville, MN

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kerry Anne Matthews has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Kerry Anne Matthews - Financial Advisor in Lakeville, MN | AdvisorFinder