Benjamin Robert Hulstein

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2001 → Present
  New York Life Insurance Comapny
  Sioux Falls, SD

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; investment related; insurance broker; start date 11/2007;110 1st ST SW Orange City IA 51041] [NYLARC; New York Life Agent Reinsurance Company; 210 Park Avenue 2nd Floor, Florham Park, NJ 07932; Start Date 07/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Stewarts Landing Condo Association; Condo property with an association and board; 103 21st Street, Spirit Lake, Iowa 51360; Start Date 06/2021; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; President - Have quarterly meetings with other board members every year to make sure things are running smoothly]

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-20
• S63 Uniform Securities Agent State Law Examination
  2001-09-26