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Eagle Strategies LLC CRD 110826
$32.0B regulatory AUM 6,662 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Madison | WI | 09/2019 | Present |
| New York Life Insurance Company | Madison | WI | 04/2019 | Present |
| Zimbrick Bmw | Madison | WI | 04/2013 | 07/2019 |
| Eagle Strategies Llc | Jefferson | WI | 08/2025 | Present |
| Jmac Financial Strategies, Llc | Jefferson | WI | 11/2025 | Present |
[Pruvit Independent Distributor;independent distributor of health supplements;w6329 county rd B, jefferson wi 53549;12/2018;Independent Contractor;1 hour per month; 1 hour during trading hours] [Mary Kay; w6329 County Rd B, Jefferson, WI 53549;05/2003;Consultant;1 hour per month; 0 hours during trading hours] [ISURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; w 6329 County Rd B, Jefferson, WI 53549; Start Date 02/2023; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours][Rotary Club of Lake Mills; International organization with purpose of social and humanitarian good for the community.; po box 103 Lake Mills, WI 53551; Start Date 11/2019; Role/Title: Chair of Programs & Public Image committees; Not Investment Related; 7 hours per month; 4 hours per month during securities trading hours][ebay - jenbigmac13 ; resale store. I own an ebay store and my husband and son are using it to sale new and used items. No collectibles. mostly apparel; w6329 county road b, jefferson, wi 53549; Start Date 08/2025; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; consulting on ebay store operations, bookkeeping as needed, and shipping.] [OPERATING UNDER THE DBA NAME OF JMAC Financial Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; JEFFERSON WI ; START DATE: 11/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-22 |
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