Scott Goldman

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

• 10/2020 → 08/2023
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 10/2020 → 08/2023
  Cuna Mutual Group
  Waverly, IA
• 12/2019 → 10/2020
  Advia Credit Union
  Kalamazoo, MI
• 11/2017 → 11/2019
  Portage School System
  Portage, MI
• 09/2018 → 06/2019
  Woodland Elementary/Edustaff
  Portage, MI
• 09/2017 → 11/2017
  Unemployed
  Kalamazoo, MI
• 03/2017 → 10/2017
  Zagg
  Kalamazoo, MI
• 07/2014 → 04/2017
  Cracker Barrel
  Battle Creek, MI
• 06/2016 → 10/2016
  Altaira Accounting
  Portage, MI
• 05/2022 → 08/2023
  Lpl Financial Llc
  Kalamazoo, MI
• 08/2023 → 09/2023
  Hill Island Financial Llc
  Grand Rapids, MI
• 01/2023 → Present
  Doordash
  Grand Rapids, MI
• 01/2020 → 08/2020
  Doordash
  San Francisco, CA
• 01/2024 → Present
  New York Life Insurance Company
  Grand Rapids, MI
• 02/2024 → Present
  Nylif Securities Llc
  Grand Rapids, MI
• 02/2024 → Present
  Eagle Strategies Llc
  Grand Rapids, MI
• 06/2024 → Present
  2M Financial Group Llc
  Grand Rapids, MI

Previous Registrations

• 2023-09-15 → 2023-10-03
  Hill Island Financial Llc
  Grand Rapids, MI
• 2022-05-18 → 2023-08-21
  Lpl Financial Llc
  Kalamazoo, MI
  Battle Creek, MI
  Portage, MI
• 2021-04-15 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Kalamazoo, MI

Other Businesses

[Doordash; Not investment related; 303 2nd Street, South Tower, 8th Floor, San Francisco, California, 94107; Delivery, Dasher; start 01/01/2023; 20 hours per month, 0 hours during securities trading hours; deliver goods] [Uber eats; Not Investment related; 1455 Market St #400 San Francisco, CA 94103; Delivery, Delivery Driver; start11/2023; 20 hours per month, 0 hours during securities trading hours; deliver goods] [Instacart; Not Investment related; 50 Beale St San Francisco, CA 94107; Delivery Driver; start12/2023; 20 hours per moth, 0 hours during securities trading hours; deliver goods] [Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; start 01/2024; 33 Bridge St NW #600, Grand Rapids, MI 49504; commissions; 60 hours per month, 60 hours during securities trading hours; insurance related] [OPERATING UNDER THE DBA NAME OF 2M Financial Group LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; Grand Rapids, MI; START DATE: 06/2024]

Exams

• S66 Uniform Combined State Law Examination
  2021-04-15

Other Names

• Scott D Goldman