Dominick M Kortkamp

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

• 09/2012 → Present
  New York Life Insurance Company
  Plano, TX
• 04/2002 → Present
  Nylife Securities Llc
  Plano, TX
• 05/2019 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[Liberty Marketing Group Solutions Inc; Patient acquisition e.g. Marketing and Branding for Physicians . The approach is to attract Medicare advantage consumers to become members of a one-stop-shop Physician facility that offer all medical care/ dental/ vision etc. Investing in food banks; 31 Hill Lane, Roslyn Heights, NY 11577; Start Date 08/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Grt Smokey Mts LLC; Vacation home rental property. Rental income; 31 Hill Lane, Roslyn Heights NY 11577; Start Date 12/2020; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2018-08-16
• S63 Uniform Securities Agent State Law Examination
  2003-09-08