Lucas Michael King

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

• 02/2019 → Present
  New York Life Insurance Company
  Maumee, OH
• 04/2019 → Present
  Nylife, Securities, Llc
  Maumee, OH
• 08/2012 → 01/2019
  Ima World Health
  Washington, DC
• 01/2022 → Present
  Eagle Strategies Llc
  Maumee, OH

Other Businesses

[3355 Harley LLC;Rental property;3355 Harley, Toledo OH 43606;11/2016;Officer;Rental Income;2 hours per month; 0 hours during trading hours] [2505 Berdan LLC;Rental property;2505 Berdan, Toledo OH 43613;10/2016;Officer; Rental Income;2 hours per month; 0 hours during trading hours} [DEXA Haiti Relief; DEXA is a non-profit, tax-exempt charitable organization founded by Dr. Dave Bejot and Eric Messer to provide medical and construction relief to the people of Dessalines, Haiti, through the use of on-site teams from the United States.; 7359 International Drive, Suite A, Holland OH 43528; Start Date 09/2019; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODU.; 1684 Woodlands Drive, Suite 100, Maumee, OH 43537; Start Date 03/2022; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Partners in Education of Toledo; Partners in Education is a non-profit organization that develops programming for area K-12 schools and fosters partnerships with schools by engaging businesses, higher education institutions, nonprofit agencies and communities of faith.; 709 Madison Avenue, Toledo, OH 43604; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; To assist with strategic planning and review of plans ] [The Epilepsy Center of Northwest Ohio; The Mission of the Epilepsy Center of Northwest Ohio is to improve the lives of people affected by epilepsy and those with developmental disabilities.; 1701 Holland Road, Maumee, OH 43537; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; To assist with strategic planning and review of plans] [Toledo Rotary Club; I am a volunteer chairperson of the vocational services committee. ; 709 Madison Avenue, Toledo OH 43604; Start Date 11/2022; Role/Title: Volunteer; Not Investment Related; .5 hours per month; 0 hours per month during securities trading hours; organize occasional meetings to review grant requests channeled to the vocational services committee.]

Exams

• S66 Uniform Combined State Law Examination
  2021-12-30
• S63 Uniform Securities Agent State Law Examination
  2019-08-16