Stifel, Nicolaus & Company
42yrs
Top advisor by experience in Greeley
12yrs
John McGee
Financial advisor at Eagle Strategies
John McGee is a fiduciary financial advisor in Greeley, Colorado, with 12 years in the industry. John joined Eagle Strategies in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Eagle Strategies reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 78 advisors with offices in Greeley, and one of 71 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 54% of advisors in Greeley
Office2015 Clubhouse #Ll03, Greeley, CO 80634
FirmEagle Strategies
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowEagle Strategies LLCCurrent firm
Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Eagle Strategies at (888) 695-3245 and ask for John McGee. John works from the Greeley, CO office.
How long has John been a financial advisor?
John has been in the industry since 2014, about 12 years. More experience than 54% of advisors in Greeley.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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.
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