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Michael William Poch

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 2024-02-22
  • IA RA
    APPROVED
    Since 2024-02-22

Branch Locations

3720 Queen Ct Sw Suite 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
City Of Cedar Rapids Cedar Rapids IA 09/2008 02/2019
New York Life Insurance Co Hiawatha IA 08/2018 Present
Nylife Securities Llc Hiawatha IA 09/2018 Present
Eagle Strategies Llc Iowa City IA 02/2024 Present
Your Vision Financial Group Cedar Rapids IA 04/2024 Present
  • 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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-21
S63 Uniform Securities Agent State Law Examination 2018-11-08
  • S65 Uniform Investment Adviser Law Examination
    2024-02-21
  • S63 Uniform Securities Agent State Law Examination
    2018-11-08

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