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Victoria E. Arndt

EAGLESON ARNDT FINANCIAL ADVISORS
Thousand Oaks, CA 91360
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CRD#: 2777372
VA

Professional summary


Victoria Eagleson Arndt, ChFC®, who also goes by VIctoria Anne Eagleson, Vicki Morrow, Victoria Anne Morrow, is a registered financial advisor currently at EAGLESON ARNDT FINANCIAL ADVISORS located in Thousand Oaks, California.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Victoria has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Victoria Anne Eagleson | Vicki Morrow | Victoria Anne Morrow

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Licensed with various insurance companies as life, health and accident insurance brokers with all the appropriate state Departments of Insurance. This work is often done during trading hours, approximately 10 hours per month.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Victoria Eagleson Arndt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Experience


Current

March 14, 2017 - Present

EAGLESON ARNDT FINANCIAL ADVISORS

Office #1: 100 E. Thousand Oaks Blvd Suite 174, Thousand Oaks, CA 91360
RIA
CRD#: 134098
Thousand Oaks, CA
Past

September 29, 1999 - October 9, 2012

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
THOUSAND OAKS, CA
Past

September 27, 1999 - October 9, 2012

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
THOUSAND OAKS, CA
Past

August 29, 1996 - October 22, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 29, 1996 - October 22, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/14/2017)
IAR
Texas
(3/15/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/6/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


EA
EAGLESON ARNDT FINANCIAL ADVISORS
EAGLESON ARNDT FINANCIAL ADVISORS | VICTORIA EAGLESON ARNDT | EAGLESON ARNDT FINANCIAL ADVISORS, LLC

CRD#: 134098 / SEC#: 801-132373

California
Registered Investment Advisory firm - (2/7/2001 Approved)
Texas
Registered Investment Advisory firm - (3/15/2017 Conditional Restricted)
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Contact information


Main Address
100 E. Thousand Oaks Blvd Suite 174, Thousand Oaks, CA 91360
Mailing Address
Phone number
(805) 496-8450
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-SEC REGISTRATION (3/11/2025)

Regulatory assets under management


Total Number of Accounts398
AUM (Assets Under Management)$ 121,288,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EAGLESON ARNDT FINANCIAL ADVISORS

CRD#: 134098Thousand Oaks, CA 91360

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