Chad Allen Demarre

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

• 12/2012 → Present
  Nylife Securities Llc
  Schaumburg, IL
• 11/2012 → Present
  New York Life Insurance Co
  Schaumburg, IL
• 03/2018 → 03/2021
  In Tandem Financial, Llc
  Rockford, IL
• 03/2021 → Present
  Intandem Financial Strategies And Insurance Solutions, Llc
  Rockford, IL
• 07/2024 → Present
  Eagle Strategies Llc
  Poplar Grove, IL

Other Businesses

[OPERATING UNDER THE DBA NAME OF INTANDEM FINANCIAL STRATEGIES AND INSURANCE SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ROCKFORD, IL; START DATE: 03/2021] [Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS 973 Featherstone Rd. Suite 114 Rockford, IL 61107; Start Date 02/2016; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Nimble Journey Podcast ; This podcast is set up as an inspirational talk inviting people on to discuss their experiences in life.; 324 Rochester Rd NE Poplar Grove, IL 61065; Start Date 04/2024; Role/Title: Owner; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [Bridge Builders; This is a networking group that holds monthly meetings.; 100 Heart Blvd, Loves Park, IL 61111; Start Date 06/2026; Role/Title: Board Member; Not Investment Related; 6 hours per month; 6 hours per month during securities trading hours; keeping track of membership, a website, and social media for event invites]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-18
• S63 Uniform Securities Agent State Law Examination
  2013-08-08