ChooseAFinancialAdvisor.com
Advisors / North Dakota / Lisbon
29yrs

Roberta Munkeby

Full name on record: Roberta Eileen Munkeby

Financial advisor at Eagle Strategies

Roberta Munkeby has worked in the financial industry for 29 years and is a financial advisor based in Lisbon, North Dakota. Roberta joined Eagle Strategies in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Roberta holds the ChFC designation.

Lisbon, ND 58054ChFCTop 15% by experience in North Dakota
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At a glance

Experience29 years (since 1997)
How that compares ?Top 15% by experience in North Dakota
Office402 Oak Street, Lisbon, ND 58054
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state

Services through Eagle Strategies

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2023 – now

Questions to ask Roberta

Tailored to Roberta’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Roberta

How do I contact Roberta?

Call Eagle Strategies at (888) 695-3245 and ask for Roberta Munkeby. Roberta works from the Lisbon, ND office.

How long has Roberta been a financial advisor?

Roberta has been in the industry since 1997, about 29 years. Top 15% by experience in North Dakota.

What licenses does Roberta hold?

Series 63. Tap any license on this page to see what it allows.

Is Roberta a fiduciary?

Roberta is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Roberta paid?

Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Roberta for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.