Carl Michael Consing

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

• 03/2008 → 10/2023
  Ameriprise Financial Services, Inc.
  San Francisco, CA
• 10/2023 → Present
  New York Life Insurance Co
  San Mateo, CA
• 10/2023 → Present
  Nylife Securities Llc
  San Mateo, CA
• 11/2023 → Present
  Eagle Strategies Llc
  San Mateo, CA

Previous Registrations

• 2014-01-16 → 2023-10-11
  Ameriprise Financial Services, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2007-12-11 → 2008-02-21
  Ameriprise Financial Services, Llc
  San Francisco, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 951 Mariners Island Blvd, Suite 600, San Mateo, CA 94404; start 10/2023; Commissions; 1 hour per month, 1 hour during securities trading hours; insurance related] [NAIFA San Francisco Peninsula; The Programs Chair is responsible for planning and executing member meetings, promoting professional career development and other NAIFA benefits, and providing members with quality educational programs.; P.O. Box 948, Clayton, CA 94517; Start Date 06/2024; Role/Title: Board Member; Investment Related; 4 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2007-12-10

Other Names

• Carl Michael Idea Consing
• Carl Michael Consing