LPL Enterprise
34yrs
Top 8% by experience at LPL Enterprise
3yrs
Cavan Cotter
Financial advisor at Eagle Strategies
Based in Grand Rapid, Michigan, Cavan Cotter is a fiduciary financial advisor with 3 years of industry experience. Cavan has been with Eagle Strategies since 2025. Eagle Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office333 Bridge Street North West Suite 600, Grand Rapid, MI 49504
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 ?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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowEagle Strategies LLCCurrent firm
Questions to ask Cavan
Tailored to Cavan’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 Cavan
How do I contact Cavan?
Call Eagle Strategies at (888) 695-3245 and ask for Cavan Cotter. Cavan works from the Grand Rapid, MI office.
How long has Cavan been a financial advisor?
Cavan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Cavan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Cavan a fiduciary?
Cavan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cavan paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cavan 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.