Timothy Jay Vrieland

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-01-17

MI RA
APPROVED

Since 2025-01-17

Branch Locations

Hudsonville, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
N.Y. Life Ins Co	Grand Rapids	MI	06/1988	Present
Nylife Securities Inc.	Okemas	MI	02/1989	Present
Eagle Strategies Corp.	Grand Rapids	MI	04/2004	Present
Generation Three Financial, Llc	Hudsonville	MI	01/2025	Present

06/1988 → Present

N.Y. Life Ins Co

Grand Rapids, MI
02/1989 → Present

Nylife Securities Inc.

Okemas, MI
04/2004 → Present

Eagle Strategies Corp.

Grand Rapids, MI
01/2025 → Present

Generation Three Financial, Llc

Hudsonville, MI

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 03/2005] [OPERATING UNDER THE DBA NAME OF Generation Three Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; HUDSONVILLE MI ; START DATE: 01/2025]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1989-05-19

S63 Uniform Securities Agent State Law Examination

1989-05-19

Designations

Chartered Financial Consultant

View on SEC IAPD