Colton Bernard White

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

• 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
  Eagle Strategies Llc
  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

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