Steven Richard Enna

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

• 01/2016 → 01/2017
  Principal Securities, Inc
  West Des Moines, IA
• 07/2017 → 08/2017
  Fas Corp
  Leawood, KS
• 02/2018 → 06/2022
  Nylife Securities Llc
  Overland Park, KS
• 07/2022 → Present
  Nylife Securities Llc
  Overland Park, KS
• 06/2019 → 12/2021
  Fc Fredericia
  Fredericia
• 08/2014 → 05/2019
  Drake University
  Des Moines, IA
• 01/2023 → Present
  Eagle Strategies Llc
  Overland Park, KS
• 02/2023 → Present
  Enna And Associates
  Overland Park, KS

Other Businesses

[OPERATING UNDER THE DBA NAME OF ENNA AND ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (OVERLAND PARK, KS); START DATE: 02/2023][APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 7101 College Blvd. Suite 1400 Overland Park, KS 66223; Start Date 01/2025; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2022-05-26