Michael William Poch

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

• 09/2008 → 02/2019
  City Of Cedar Rapids
  Cedar Rapids, IA
• 08/2018 → Present
  New York Life Insurance Co
  Hiawatha, IA
• 09/2018 → Present
  Nylife Securities Llc
  Hiawatha, IA
• 02/2024 → Present
  Eagle Strategies Llc
  Iowa City, IA
• 04/2024 → Present
  Your Vision Financial Group
  Cedar Rapids, IA

Other Businesses

[HP LLC; My 2 brothers and brother in law own 5 rental houses. 1220 and 1222 3rd Ave Iowa City, 1750 Gryn Dr Iowa City 52246 811 1/2 and 811 20th Ave Coralville 52241 All in the state of Iowa; 755 Chukar Circle North Liberty, Iowa 52317; Start Date 02/2013; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; The group of 4 of us decide whether or not we want to buy properties. My brother in law manages the properties] [Insurance Brokering; appointed with various insurance carriers for the purpose of brokering non-registered insurance products.; 1625 Boyson Rd Suite 200 Hiawatha, IA 52233; Start Date 02/2022; Role/Title: Insurance Broker; Investment Related; 4 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: 04/2024]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-21
• S63 Uniform Securities Agent State Law Examination
  2018-11-08