Roberta Eileen Munkeby

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
ND	RA	APPROVED	2023-04-17

ND RA
APPROVED

Since 2023-04-17

Branch Locations

402 Oak Street, Lisbon, ND 58054 • 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
New York Life Insuracne	Fargo	ND	04/1997	Present
Nylife Securities Inc.	Fargo	ND	04/1997	Present
Eagle Strategies Llc	Lisbon	ND	04/2023	Present

04/1997 → Present

New York Life Insuracne

Fargo, ND
04/1997 → Present

Nylife Securities Inc.

Fargo, ND
04/2023 → Present

Eagle Strategies Llc

Lisbon, ND

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 3/2003]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-11-20

S63 Uniform Securities Agent State Law Examination

1997-11-20

Designations

Chartered Financial Consultant

Other Names

Roberta E Kielb

View on SEC IAPD