Brian Paul Ruh

Current Employers

Employment History

• 06/1989 → Present
  New York Life Insurance Co.
  New Holstein, WI
• 06/1989 → Present
  Nylife Securities Llc
  New Holstein, WI
• 11/2011 → Present
  Daily Iniitiatives
  New Holstein, WI
• 08/2012 → Present
  Action Financial Strategies, Llc
  New Holstein, WI
• 06/2022 → Present
  Eagle Strategies Llc
  New Holstein, WI

Other Businesses

[PROPERTY AND CASUALTY SALES; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING PROPERTY AND CASUALTY PRODUCTS; ; PROPERTY CASUALTY FIRM; PARTNER; INVESTMENT RELATED; START DATE 06/1992] [WRC INVESTMENTS, LLC; PARTNER; RENTAL PROPERTY; RENTAL INCOME] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA ACTION FINANCIAL STRATEGIES, LLC; DBA DALY INITIATIVES] [SCUDERI GROUP, INC.; PRIVATE PLACEMENT.; 1111 ELM ST. WEST SPRINGFIELD, MA, 01089; START DATE 06/2014; ROLE/TITLE: INVESTOR; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [FFI AQUISITION INC. DBA FLYWAY FARMS; THIS IS A GAME FARM TO BECOME A MEMBER IN HUNTING DEER, PHEASANT, TURKEYS, AND DUCKS; FOND DU LAC, WISCONSIN; START DATE 07/2015; ROLE/TITLE: MEMBER; NOT INVESTMENT RELATED; 10 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [HRRW LLC; 1/4 owner of an assisted living facility.; Pulaski, Wisconsin; Start Date 07/2015; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Calumet Medical Center, Inc.; Local hospital -; 614 Memorial Dr. Chilton, WI 53014; Start Date 09/2013; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; volunteer advisor dealing with the hospital's marketing/relationship management with general public. As a non-profit, they strive to encourage community involvment with the hospital] [Trinity Lutheran Church Council; discuss planning activities, procedures for church services, membership, buildings and grounds, outreach and charity, support to Teachers and Pastors, conduct meetings The president has no authoritative responsibility; 387 Cemetery Rd. Kiel, WI 53042; Start Date 01/2018; Role/Title: President; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours;discuss planning activities, procedures for church services, membership, buildings and grounds, outreach and charity, support to Teachers and Pastors, conduct meetings The president has no authoritative responsibility [New Hope Center Board Member; Inspire freedom and independence in the lives of people with disabilities.; 443 Manhattan St. Chilton, WI 53014; Start Date 01/2019; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Help with fundraising, marketing, and community awareness programs] [NYLARC Holding Company Inc.; Reinsuring the Life insurance that I write with New York Life; 51 Madison Avenue, new York, NY 10010; Start Date 01/2002; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [AFS Real Estate Assets LLC; commercial property. will rent the building out to Action Financial Strategies LLC; 23702 W. Steinthal Rd. Kiel, Wi. 52942; Start Date 10/2023; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-31
• S63 Uniform Securities Agent State Law Examination
  1989-08-03