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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 2017-10-05
IA RA APPROVED 2007-08-28
  • TX RA
    APPROVED_RES
    Since 2017-10-05
  • IA RA
    APPROVED
    Since 2007-08-28

Branch Locations

213 Se Main Street, Grimes, IA 50111 • United States

821 Franklin Street, Pella, IA 50219 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company West Demoines IA 12/1999 Present
Wiskus Group Pella IA 01/2010 Present
Eagle Strategies Pella IA 08/2007 Present
  • 12/1999 → Present
    New York Life Insurance Company
    West Demoines, IA
  • 01/2010 → Present
    Wiskus Group
    Pella, IA
  • 08/2007 → Present
    Eagle Strategies
    Pella, IA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products AND THROUGH GA Rohrer & Associates; 821 Franklin Street, Pella, IA 50219; Start Date 01/2000; Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [DBA WISKUS GROUP; INVESTMENT-RELATED; 821 FRANKLIN STREET PELLA, IA 50219; SOLE PROPRIETORSHIP; 11/2009; INSURANCE BROKERING; OWNER; COMMISSIONS; 10 HOURS WEEK; 2 HOURS/MONTH] [Farm Owner; Farm ground rental; Willey Farm, Pleasant Val.-Carroll Com. Sec 16, Twp 83- Carroll County, IA; Start Date 10/2010; Owner; Not Investment Related; no time on activity] [Wiskus Bros. LLC; Farm ground rental partnership; 821 Franklin Street, Pella, IA 50219; Start Date 10/2009; Role/Title: Owner; Investment Related; 0 hours per month; no time on activity] [Wiskus Properties LLC; Rental property; 821 Franklin St., Pella, IA 50219; Start Date 07/2016; Partner; Investment Related; 2 hours per month; 2 during securities trading hours; properties held are 1123 NE 8th Ln, Ankeny, IA 50021 and 1216 Broadway, Pella, IA 50219 and 6855 Woodland Avenue Unit #1001, West Des Moines, Iowa 50266] [Pella Opera House; 11 Franklin Street, Pella, IA 50219; Start Date 09/2017; Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [KIWANIS CLUB; BOARD MEMBER; NON-INVESTMENT RELATED; START DATE 6/2005] [Garden Chapel Endowment Committee; Distributing grants for non-profit organizations.; PO Box 112, Pella, Iowa 50219; Start Date 01/2018; Role/Title: Member; Not Investment Related; 1 hours per month] [Unity Point Health Des Moines Foundation; 1200 Pleasant St., Des Moines, IA 50309; Start Date 01/2018; Role/Title: Board Member; Not Investment Related; 1 hours per month; Secretary] [NYLARC Holding Company, Inc; 51 Madison Avenue, New York, NY 10010; Start Date 08/2014; Role/Title: Officer & Director-passive investor; Investment Related [Main St, Ste. 201, Pella, IA 50219; Start Date 01/2019; Role/Title: Officer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; President-Assist with fundraising, designing and implementing the playground] [Edera Energy Resources I, LLC; oil & gas drilling; 2202 Timberloch Pl., The Woodlands, TX 77380; Start Date 10/2022; Role/Title: Investor; Not Investment Related; no time on activity] [Wiskus Legacy Farm LLC; land ownership entity; 821 Franklin St., Pella, IA 50219; Start Date 03/2023; Role/Title: Partner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Pella Community Foundation; preserve the heritage and enhance the quality of life for the people of Pella; P. O. Box 112, Pella, IA 50219; Start Date 09/2017; Role/Title: Officer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; president][Grimes Office; Second office location for Wiskus Group; 213 SE Main St,, Grimes, Iowa; Start Date 06/2025; Role/Title: Owner; Investment Related; 16 hours per month; 12 hours per month during securities trading hours; location for financial services business oversee property]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-21
S63 Uniform Securities Agent State Law Examination 2000-02-14
  • S65 Uniform Investment Adviser Law Examination
    2007-08-21
  • S63 Uniform Securities Agent State Law Examination
    2000-02-14

View on SEC IAPD

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