David Paul Rudi Lenser

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

• 09/2012 → Present
  New York Life Insurance Company
  Roseville, CA
• 09/2012 → Present
  Nylife Securities Llc
  Roseville, CA
• 09/2012 → Present
  Eagle Strategies Llc
  Roseville, CA
• 06/2013 → 09/2021
  J. Lens Financial & Insurance Services
  Roseville, CA
• 08/2020 → Present
  Lens Financial & Insurance Solutions
  Roseville, CA

Previous Registrations

• 2007-09-18 → 2012-09-04
  Edward Jones
  Gold River, CA
  St Louis, MO

Other Businesses

[Shelborne Group Inc.; Staff leasing company; 7710 shelborne dr granite Bay, ca; Start Date 02/2018; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 10/2017; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LENS FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ROSEVILLE, CA; START DATE: 08/2020] [Rental Property - Kansas; We own a home we rent by the room in Kansas City; 8806 W 71st Ter Merriam KS; Start Date 09/2020; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive owner] [MMR LLC; cast album for the remake of Music Man; 10000 Mabel Drive, Franklin TN 37064; Start Date 09/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Bungalow Living, Inc; Acquire residential real estate for the purposes of renting by the room to young professionals; 215 NW 24th Street, Miami, FL 33127 Suite 401; Start Date 12/2024; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; My Brother-in-law started a similar business in 2018. It was acquired by a private company and we are receiving a small amount of Bungalow shares. I will have zero role in Bungalow's business.]

Exams

• S66 Uniform Combined State Law Examination
  2007-09-07

Other Names

• David Lenser