DD
ChFC

David Michael Delekta

Eagle Financial Advisors, LLC
11 Years of Experience
View SEC Summary
View SEC Summary

Firm Information

Eagle Financial Advisors, LLC
Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
373 clients
Average Client Portfolio
$233K average
Assets Under Management
$87.0M

Fee Structure

This document does not contain any fee information. Please refer to the Eagle Financial Advisors, LLC brochure for fee details.

View Full Brochure on SEC
Areas of Practice
Financial Planning & CoachingInsurance Planning

Advisor Information

Office location

2161 White Owl Way, Okemos, MI, 48864

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2009
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David works as an insurance agent for CLA USA, Inc. and Eagle Financial Group, dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
Eagle Financial Advisors, LLC
July 2014 - Present · 11 yrs 6 mos
Previous Registrations
USA Financial Securities Corporation
October 2008 - April 2009 · 6 mos
State Registrations4 states
INMIPAWI
Advisor
Exams
No exam information available for this advisor.