Scott Michael Tally

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2026-03-20
CO	RA	APPROVED	2026-01-09

ID RA
APPROVED

Since 2026-03-20
CO RA
APPROVED

Since 2026-01-09

Branch Locations

414 Church Street Suite 113, Sandpoint, ID 83864 • 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

Organization	City	State	From	To
New York Life Insurance	Arvada	CO	03/2008	Present
Eagle Strategies Llc	Fort Collins	CO	12/2011	Present
Legacy Financial Group, Ltd	Fort Collins	CO	01/2012	Present

03/2008 → Present

New York Life Insurance

Arvada, CO
12/2011 → Present

Eagle Strategies Llc

Fort Collins, CO
01/2012 → Present

Legacy Financial Group, Ltd

Fort Collins, CO

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3003 E HARMONY ROAD, SUITE 110; FORT COLLINS, CO 80528; START DATE: 9/2011; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED] [OPERATING UNDER THE DBA NAME OF Legacy Financial Group LTD FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; start date 01/2012; investment related; 201 S. College Ave. Ste. 400 Fort Collins, CO 80524] [Insurance Edge, LLC; health insurance commissions; 201 S. College Ave. Ste. 215 Fort Collins, CO 80524; Start Date 05/2012; Role/Title: Owner; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Legacy Financial Group LTD; rental property; 201 S. College Ave. Ste. 400 Fort Collins, CO 80524; Start Date 01/2013; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Owner, collect rent income and pay landlord lease] [Runaway, Ltd.; Vacation Property. Purchasing a vacation condo with a friend who is also a client; 31500 Runaway Place, 209 Steamboat Springs, CO 80487; Start Date 03/2022; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [WGFT, LLC; holding company for various investments; 215 Morning Sun Dr. Woodland Park, CO 80863; Start Date 11/2024; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; oversee management][Sandpoint Sasquatch Baseball; coaching 11u team and participating in board discussions; 801 Ontario St. Sandpoint, ID 83864; Start Date 10/2025; Role/Title: Board Member; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-11-29
S63	Uniform Securities Agent State Law Examination	2010-01-22

S66 Uniform Combined State Law Examination

2011-11-29
S63 Uniform Securities Agent State Law Examination

2010-01-22