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Peter Korbakes

Eagle Strategies LLC

Palos Park, IL

CRD 6583607

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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 2021-05-05
  • IL RA
    APPROVED
    Since 2021-05-05

Branch Locations

Palos Park, 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
New York Life Insurance Company Downers Grove IL 11/2015 Present
Nylife Securities Llc Downers Grove IL 04/2016 Present
Christopher Financial Group Llc Downers Grove IL 08/2016 Present
Eagle Strategies Llc Downers Grove IL 05/2021 Present
  • 11/2015 → Present
    New York Life Insurance Company
    Downers Grove, IL
  • 04/2016 → Present
    Nylife Securities Llc
    Downers Grove, IL
  • 08/2016 → Present
    Christopher Financial Group Llc
    Downers Grove, IL
  • 05/2021 → Present
    Downers Grove, IL
Other Businesses

[OPERATING UNDER THE DBA NAME OF CHRISTOPHER FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; DOWNERS GROVE, IL; START DATE: 08/2016] [Far and Sure Golf Tours LLC; i will be having people connect with a partner and myself, to help them plan golf trips to ireland, scotland, and england. i will be on the back end of this partnership given my relationships with golf courses located abroad.; 14624 S Mallard Ln, Lockport IL 60491; Start Date 01/2019; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-16
S63 Uniform Securities Agent State Law Examination 2017-05-15
  • S66 Uniform Combined State Law Examination
    2021-04-16
  • S63 Uniform Securities Agent State Law Examination
    2017-05-15

View on SEC IAPD

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