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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-22
NE RA APPROVED 2006-08-11
  • TX RA
    APPROVED_RES
    Since 2022-07-22
  • NE RA
    APPROVED
    Since 2006-08-11

Branch Locations

1221 N Street Suite 800, Lincoln, NE 68508 • 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
OrganizationCityStateFromTo
New York Life Omaha NE 01/2003 Present
Nylife Securities Inc Omaha NE 03/2003 Present
Willeke Financial Group, Llc Lincoln NE 08/2006 Present
Generation Strategies, Llc Lincoln NE 11/2018 04/2025
Cafe Is Our Religion, Llc Lincoln NE 05/2024 Present
  • 01/2003 → Present
    New York Life
    Omaha, NE
  • 03/2003 → Present
    Nylife Securities Inc
    Omaha, NE
  • 08/2006 → Present
    Willeke Financial Group, Llc
    Lincoln, NE
  • 11/2018 → 04/2025
    Generation Strategies, Llc
    Lincoln, NE
  • 05/2024 → Present
    Cafe Is Our Religion, Llc
    Lincoln, NE
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS UNDER DBA WILLEKE FINANCIAL GROUP, LLC AND THROUGH GA ASH BROKERAGE; INVESTMENT RELATED; START DATE 8/2006] [Photography; photography. selling my photos online; 3120 W Covered Bridge Dr, Lincoln, NE 68523; Start Date 11/2022; Role/Title: Owner; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [Grand Island Dojo, LLC; Passive investor in self storage business. I would be a passive investor in a self storage complex. a non-managing member of an LLC; 1905 High St, Lincoln, NE 68502; Start Date 06/2020; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; PASSIVE INVESTOR] [Cafe is our Religion, LLC; Drive through coffee shop. Name not determined yet; will update after approval; 3120 W Covered Bridge Dr. Lincoln, NE 68523 ; Start Date 05/2024; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-04
S63 Uniform Securities Agent State Law Examination 2003-03-18
  • S65 Uniform Investment Adviser Law Examination
    2006-08-04
  • S63 Uniform Securities Agent State Law Examination
    2003-03-18

View on SEC IAPD

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