Darinka Ivon Lora-Stepan

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

• 07/2016 → Present
  Nylife Securities Llc
  Chicago, IL
• 09/2015 → Present
  New York Life Insurance Company
  Chicago, IL
• 03/2022 → Present
  Darinka Lora-Stepan & Associates Financial & Insurance Solutions
  Chicago, IL
• 12/2024 → Present
  Eagle Strategies Llc
  Chicago, IL

Other Businesses

[Big Mouth Talent-Part Time Actress; Part Time Actress, works a couple of times a year.; 5100 N. Ravenswood, Ste. 102, Chicago, IL 60640; Start Date 10/2017; Role/Title: Independent Contractor; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Shirley Hamilton Agency; - Part Time Actress, works a couple of times a year.; 333 W. Ontario Street. Ste. 3003, Chicago, IL 60611; Start Date 10/2017; Role/Title: Independent Contractor; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; 500 W. Madison St. Suite 1725, Chicago, IL 60661; Start Date 01/2019; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF DARINKA LORA-STEPAN & ASSOCIATES FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CHICAGO, IL; START DATE: 03/2022] [The Journey Forward; Serving as a board member attending meetings to help the organization with its programs to help educate 1st time home owners. ; 223 West Jackson Blvd, Suite 1116, Chicago, IL 60606; Start Date 10/2023; Role/Title: Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Attend meeting and events and helping fundraise.] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Tennis Opportunity Program ; Serving as a board member attending meetings to help the organization with its programs to help children attain Tennis lessons for Future scholarships ; 332 S. Michigan Ave. #121-T530 Chicago, IL 60604-4434; Start Date 04/2025; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Attend meetings and events and helping fund raise]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-30
• S63 Uniform Securities Agent State Law Examination
  2018-07-31

Other Names

• Darinka I Lora-Arceo
• Darinka Lora-Stepan