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Colton Bernard White

Eagle Strategies LLC

Cedar Rapids, IA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-03-17
  • IA RA
    APPROVED
    Since 2025-03-17

Branch Locations

3720 Queen Court Sw Unit 4, Cedar Rapids, IA 52404 • 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 Hiawatha IA 06/2020 Present
Nylife Securities Llc Hiawatha IA 10/2020 Present
Iowa Beverage Company Fleck Cedar Rapids IA 05/2019 08/2019
Renaud Spirit Center O Fallon MT 04/2018 08/2018
Coe College Cedar Rapids IA 08/2017 05/2018
Coe College Cedar Rapids IA 08/2016 05/2020
New Melle Sports New Melle MO 08/2015 08/2018
Old Hickory Golf Club Saint Charles MO 05/2015 08/2017
Your Vision Financial Group Cedar Rapids IA 11/2023 Present
Eagle Strategies Llc Cedar Rapids IA 03/2025 Present
  • 06/2020 → Present
    New York Life Insurance Company
    Hiawatha, IA
  • 10/2020 → Present
    Nylife Securities Llc
    Hiawatha, IA
  • 05/2019 → 08/2019
    Iowa Beverage Company Fleck
    Cedar Rapids, IA
  • 04/2018 → 08/2018
    Renaud Spirit Center
    O Fallon, MT
  • 08/2017 → 05/2018
    Coe College
    Cedar Rapids, IA
  • 08/2016 → 05/2020
    Coe College
    Cedar Rapids, IA
  • 08/2015 → 08/2018
    New Melle Sports
    New Melle, MO
  • 05/2015 → 08/2017
    Old Hickory Golf Club
    Saint Charles, MO
  • 11/2023 → Present
    Your Vision Financial Group
    Cedar Rapids, IA
  • 03/2025 → Present
    Cedar Rapids, IA
Other Businesses

[Coe College Football; Part time volunteer position coach; 1220 1st Ave NE Cedar Rapids, IA 52402; Start Date 08/2022; Role/Title: Volunteer; Not Investment Related; 35 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF YOUR VISION FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CEDAR RAPIDS IA; START DATE: 11/2023] [[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3720 Queen Court SW Unit 4 Cedar Rapids IA 52404; Start Date 11/2023; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-15
S63 Uniform Securities Agent State Law Examination 2020-11-27
  • S65 Uniform Investment Adviser Law Examination
    2025-03-15
  • S63 Uniform Securities Agent State Law Examination
    2020-11-27

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