Brian James Foecke

Current Employers

Employment History

• 12/1999 → Present
  New York Life Insurance Company
  Cedar Rapids, IA
• 12/1999 → 05/2026
  Legacy Retirement Solutions, Llc
  Burlington, IA
• 12/2021 → Present
  Eagle Strategies Llc
  Burlington, IA
• 05/2025 → Present
  Your Vision Financial Group
  Burlington, IA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 215 Jefferson Street - Burlington, IA 52601; Start Date 11/2020; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Holy Trinity Catholic Schools Foundation; This non-profit Charitable Organization is in charge of over-seeing the growth of the Foundation for Tuition Assistance, to provide support to the families that attend the Catholic School affiliated with it (Holy Trinity Catholic Schools).; West Point, IA 52656; Start Date 10/2015; Role/Title: Officer Secretary; I will be in charge of taking Meeting Minutes each month.; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours] [West Point Public Library Foundation; The FB's sole purpose is to support our local Library. Our address is the Library's address. The address listed with the State is a Local CPA Office, because they handle our annual / biennial state reporting.; West Point Public Library 317 5th Street - West Point, Iowa 52656; Start Date 03/2016; Role/Title: Board Member; Not Investment Related; 0.20 hours per month; 0 hours per month during securities trading hours; President] [St. James Parish God's Acre Sale Fall Fundraiser Committee; The purpose of the event is to raise funds for the Churches annual budget. It involves a dinner luncheon on the first Sunday of October with a live auction all day long, as well as a live auction the night before (on Saturday evening).; 2044 Locust Street, St. Paul, IA 52657; Start Date 07/2020; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours;responsible for over-seeing and coordinating all facets of the day's events] [West Point Community Club; West Point Community Club - Meets monthly to discuss community betterment activities and projects; 313 5th street - West Point, IA 52656; Start Date 03/2023; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Go to monthly meetings when time allows and listen to updates on new and existing projects - offer thoughts and help when appropriate] [OPERATING UNDER THE DBA NAME OF YOUR VISION FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BURLINGTON IASTART DATE: 05/2025] [Holy Trinity Elementary Building Fundraiser; Holy Trinity Catholic Schools is getting ready to start a $7mm fundraiser for a new Elementary addition. As a member of the Holy Trinity Catholic Schools Educational Foundation Board, I have been asked to help with this fundraising effort.; 413 Avenue C - West Point, IA 52656; Start Date 11/2025; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 2 hours per month during securities trading hours; Mostly behind the scenes fundraising activities / Advisory type roll, with involvement in several public meetings as a speaker in 2026 introducing those presenting the information, as well as likely following up with some of the potential donors as needed.]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-10
• S63 Uniform Securities Agent State Law Examination
  2000-01-27