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Brett Michael Heuertz

Eagle Strategies LLC

Littleton, CO

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-02-10
TX RA APPROVED 2022-12-20
  • CO RA
    APPROVED
    Since 2023-02-10
  • TX RA
    APPROVED
    Since 2022-12-20

Branch Locations

30 Fairway Lane, Littleton, CO 80123 • 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
Nylife Securities Llc Dallas TX 03/2022 Present
Mogul Wealth Strategies Frisco TX 02/2021 Present
University Of Nebraska Omaha Omaha NE 08/2018 11/2021
Da Davidson Omaha NE 03/2020 04/2021
Yutan High School Yutan NE 07/2011 04/2018
Unemployed Omaha NE 04/2018 07/2018
Eagle Strategies Llc Frisco TX 12/2022 Present
  • 03/2022 → Present
    Nylife Securities Llc
    Dallas, TX
  • 02/2021 → Present
    Mogul Wealth Strategies
    Frisco, TX
  • 08/2018 → 11/2021
    University Of Nebraska Omaha
    Omaha, NE
  • 03/2020 → 04/2021
    Da Davidson
    Omaha, NE
  • 07/2011 → 04/2018
    Yutan High School
    Yutan, NE
  • 04/2018 → 07/2018
    Unemployed
    Omaha, NE
  • 12/2022 → Present
    Frisco, TX
Other Businesses

[Axe Management, LLC; It is a holding company for one investment property. We will be leasing rooms in the house for rental income.; 8892 Delacorte Street, Highlands Ranch, CO 80129; Start Date 08/2022; Role/Title: Partner; Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Responsibilities will include managing the property and tenants. This includes creating all appropriate legal documents, collecting monthly rent, maintaining/repairing the property, and filing/documenting all business activities.]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
  • S66 Uniform Combined State Law Examination
    2022-11-21

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