Otsego, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$31,248,885,097
ClientsTotal clients
132,722
AdvisorsAdvisors at this office
2
Of 2,484 advisors across 960 offices
Location
Gateway Financial Strategies, 9040 Quaday Ave NE Ste 101
Otsego MN 55330
Advisors at this office
2
Advisors at this office
Mark J
Series 66
Otsego, MN
Eagle Strategies (NY Life)
Mark Johnson is a financial advisor with Eagle Strategies (NY Life) based in Otsego, MN. He holds a Series 66 designation and has 21 years of industry experience. Since 2015, he has operated Gateway Financial Strategies, LLC, focusing on brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions across multiple program types with an emphasis on non-discretionary asset management.
Brandon H
CFP®, Series 66
Otsego, MN
Eagle Strategies (NY Life)
Brandon Hanson is a CFP®-designated financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (New York Life). He operates Gateway Financial Strategies, LLC, through which he brokers insurance products independent of his primary role. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services, often emphasizing tailored solutions and a predominantly non-discretionary asset management approach.
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