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Benito Ibarra

Eagle Strategies LLC

Lockport, IL

CRD 6579164

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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:

Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-05-30
  • IL RA
    APPROVED
    Since 2023-05-30

Branch Locations

Lockport, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2015 09/2018
Northwestern Mutual Investment Services Llc Lombard IL 12/2015 09/2018
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2017 09/2018
New York Life Insurance Co Downers Grove IL 10/2018 Present
Nylife Securities Llc Downers Grove IL 11/2018 Present
Eagle Strategies Llc Downers Grove IL 05/2023 Present
Centaur Financial Llc Downers Grove IL 07/2023 Present
Christopher Financial Group, Llc Chicago IL 10/2024 Present
  • 12/2015 → 09/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2015 → 09/2018
    Northwestern Mutual Investment Services Llc
    Lombard, IL
  • 10/2017 → 09/2018
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2018 → Present
    New York Life Insurance Co
    Downers Grove, IL
  • 11/2018 → Present
    Nylife Securities Llc
    Downers Grove, IL
  • 05/2023 → Present
    Downers Grove, IL
  • 07/2023 → Present
    Centaur Financial Llc
    Downers Grove, IL
  • 10/2024 → Present
    Christopher Financial Group, Llc
    Chicago, IL
Other Businesses

[MOLA - Medical Organization of Latino Advancement ; MOLA is a non-profit association of Hispanic/Latino physicians and health professionals working for career advancement, linguistic and cultural competency, personal wellness, and health equity for the good of the entire Hispanic/Latino community.; P.O. Box is 577-672, Chicago IL 60657; Start Date 06/2023; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Will help create events that promote networking with LatinX health professionals and stress relief activities.] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 180 N Ada Street Chicago IL 60607; Start Date 07/2023; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CENTAUR FINANCIAL LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (DOWNERS GROVE, IL); START DATE: 07/2023] [OPERATING UNDER THE DBA NAME OF CHRISTOPHER FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (CHICAGO, IL); START DATE: 10/2024]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-24
S63 Uniform Securities Agent State Law Examination 2016-09-16
  • S66 Uniform Combined State Law Examination
    2023-05-24
  • S63 Uniform Securities Agent State Law Examination
    2016-09-16
Other Names
  • Benito Ibarra
  • Chupes Ibarra

View on SEC IAPD

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