Karen A Stevens

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

• 02/2008 → Present
  Nylife Securities Llc
  Dublin, OH
• 11/2007 → Present
  New York Life Insurance Company
  Dublin, OH
• 09/2022 → Present
  Eagle Strategies Llc
  Maumee, OH

Other Businesses

[Education First; Online teaching to kids in China; Two Education Cir., Cambridge MA 02141; Start Date 11/2019; Role/Title: Employee; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours] [A Business Puzzle, LLC; I work with small business to help them structure and organize their businesses to achieve growth. ; 2258Falling Waters Ln; Start Date 09/2019; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-01-30

Designations

• Chartered Financial Consultant

Other Names

• Karen A Trent
• Karen A Polfer