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Shane Asbury

Investment Adviser Representative at Eagle Strategies LLC

Bismarck, NDCRD #7816298Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
4

Professional summary

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

Shane Asbury is an investment adviser representative with Eagle Strategies LLC in Bismarck, ND, where they have been registered since 2026. They have worked in the securities industry since 2024. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in North Dakota.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Dakota
Broker:
6 states and territories

Colorado, Nebraska, North Dakota, Oklahoma, South Dakota, Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/28/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 5/31/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/6/2024
SIE
Securities Industry Essentials Examination
Passed 2/27/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Eagle Strategies LLCCurrent
6/1/2026 – Bismarck, ND

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Eagle Strategies LLC
    Jun 2026 – no end date reportedBismarck, ND
  2. New York Life
    Dec 2023 – no end date reportedBismarck, ND
  3. Beutler Excavating
    Feb 2021 – Oct 2023Bismarck, ND
  4. Rampart ServicesLLC
    Aug 2020 – May 2021Castle Rock, CO
  5. Lifetime Coatings
    Jun 2019 – Aug 2020Denver, CO
  6. Colorado Liquid Floors
    Aug 2018 – Jun 2019Castle Rock, CO
  7. C lazy T tree Movers
    Sep 2015 – Nov 2018Elbert, CO
  8. NYLIFE Securities LLC
    Mar 2024 – no end date reportedBismarck, ND
  9. Wealth and Health Strategies
    Sep 2026 – no end date reportedBismarck, ND

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.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial PlanningInvestment ManagementRetirement PlanningLegacy PlanningAsset Protection

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

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 profile

Other advisors at Eagle Strategies LLC

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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. Shane Asbury 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Shane Asbury (Eagle Strategies) - Fees & Credentials