Marisa L Sounde

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

• 07/2012 → Present
  New York Life Insurance Co
  Milwaukee, WI
• 01/2013 → Present
  Nylife Securities Llc
  Milwaukee, WI
• 06/2016 → Present
  Sounde Financial Group
  Walworth, WI
• 07/2023 → Present
  Eagle Strategies Llc
  Delavan, WI

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 100 N. Main Street, Suite 101 Walworth, WI 53184; Start Date 03/2016; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SOUNDE FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WALWORTH, WI; START DATE: 06/2016] [Shine Your Light - Finding Your Inner Voice; Podcast; 1103 Lakeland Drive Lake Geneva, WI 53147; Start Date 02/2022; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours;Record podcast & speaking] [Alzheimer's Association annual Walk To End Alz Committee; Volunteer - attend monthly meeting, help with set-up & take-down day of the event; 620 S 76th Street, Milwaukee, WI 53214; Start Date 05/2012; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; attend monthly walk committee meetings, provide suggestions for the annual walk, assist with set-up & take down on walk day] [Sounde Enterprises LLC; Amazon delivery partner - packages dropped off at business location - hired subcontractor drivers to do the deliveries; 5540 State Road 50, Ste 105 Delavan, WI 53115; Start Date 10/2025; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Geneva Lake West Chamber of Commerce; Board Member - Interim President-hold monthly general membership meetings and are active in the community providing fundraising events & business networking.; 175 Valley View Drive, Fontana, WI 53125; Start Date 10/2025; Role/Title: Board Member; Not Investment Related; 2.5 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-23
• S63 Uniform Securities Agent State Law Examination
  2015-10-14

Other Names

• Marisa Lynn Sounde
• Marisa Henrik
• Marisa Lynn Nor