Erica Takach Berning

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

• 12/2006 → Present
  New York Life Insurance Co
  Chicago, IL
• 02/2007 → Present
  Nylife Securities Llc
  Chicago, IL
• 04/2012 → Present
  Eagle Strategies Llc
  Deerfield, IL

Other Businesses

[Elmhurst Partners LLC; Rental Property; 593 S Stratford Ave Elmhurst IL 60126; Start Date 08/2021; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; owner] [Cadence Cares Foundation; Non profit helping lower to medium income multicultural families access athletic programs in the Will County and North West Indiana area; 2250 S Chicago St Joliet IL 60436; Start Date 08/2022; Role/Title: Board Member; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; Planning out the programs for the Cadence Cares Foundation and partnering with other organizations to help the cause.][Beat The Streets Chicago; non-profit; 638; Start Date 06/2024; Role/Title: Board Member; Not Investment Related; 10 hours per month; 1 hours per month during securities trading hours; Promoting the non-profit in the community, volunteering at the facility, and helping raise money][Waxing the City; this is a franchise owned by my husband ; 2526 N Milwaukee Ave Chicago IL 60647; Start Date 11/2024; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; volunteer here and there while he is building out the store]

Exams

• S66 Uniform Combined State Law Examination
  2011-05-23
• S63 Uniform Securities Agent State Law Examination
  2007-03-12

Other Names

• Erica A Takach