David Michael Delekta

ChFC

Eagle Financial Advisors, LLC

11 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingInsurance Planning

Eagle Financial Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

373 clients

Average Client Portfolio

$233K average

Assets Under Management

$87.0M

Location

2161 White Owl Way, Okemos, MI, 48864

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History

Regulatory History (1)

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Employment Separation After Allegations

March 2009

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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 7 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.