Kristen Michelle Ellifritz
Investment Adviser Representative at Eagle Strategies LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kristen Michelle Ellifritz is an investment adviser representative with Eagle Strategies LLC in Rock Springs, WY, where they have been registered since 2020. They have worked in the securities industry since 2017. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Wyoming.
Registrations & licenses
- Investment adviser:
- Wyoming
- Broker:
10 states and territories
Arizona, Colorado, Idaho, Iowa, Michigan, Montana, Oklahoma, Texas, Utah, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- NYLIFE Securities LLCMay 2017 – no end date reportedCasper, WY
- New York Life Insurance Co.Mar 2017 – no end date reportedCasper, WY
- HomemakerDec 2016 – Mar 2017Casper, WY
- Mountain View Regional HospitalFeb 2016 – Dec 2016Casper, WY
- Mountain View Regional HospitalSep 2017 – Sep 2018Casper, WY
- Eagle Strategies LLCOct 2020 – no end date reportedCasper, WY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Eagle Strategies LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Customized wealth management and protection solutions, investment growth strategies, retirement planning, legacy planning, and holistic financial advice and guidance.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,469
- Offices listed on AdvisorFinder:
- 27
- Main office:
- New York, NY
- SEC file number:
- 801-32987
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
View full firm profileOther advisors at Eagle Strategies LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kristen Michelle Ellifritz 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.
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