Brendan Robert Morrison

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

• 04/2019 → Present
  New York Life Insurance Co
  Denver, CO
• 10/2019 → Present
  Nylife Securities Llc
  Denver, CO
• 05/2014 → 05/2018
  Verizon Wireless
  Grand Forks, ND
• 06/2018 → 08/2018
  Homeadvisor
  Golden, CO
• 09/2018 → 11/2018
  Uber
  Denver, CO
• 12/2018 → 09/2019
  Aflac
  Denver, CO
• 03/2006 → 07/2017
  Us Army National Guard
  Crookston, CO
• 02/2020 → 08/2020
  U.S. Census Bureau
  Lakewood, CO
• 04/2023 → Present
  Blue Sky Wealth Group, Llc
  Denver, CO
• 05/2025 → Present
  Eagle Strategies Llc
  Denver, CO

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 888 S Harrison St #900 Fort Wayne, IN 46802; Start Date 03/2024; Role/Title: Independent Contractor; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF DENVER FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DENVER CO; START DATE: 04/2023] [American Indian Academy of Denver Reserve Board; this "Reserve Board" position is to monitor for any issues due to the school's closing. ; 1865 W Mississippi Ave, Denver, CO 80223 but the school is now closed. ; Start Date 12/2024; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Denver Indian Family Resource Center; Board Member of DIFRC a 501(c)3 non-profit organization serving the Denver metro area. DIFRC was founded to respond to the overrepresentation of American Indian and Alaska Native families involved in the child welfare system.; 1633 Fillmore St. GL2 Denver, CO 80206; Start Date 02/2024; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Board Treasurer, working with DIFRC's Accountant to understand and explain to other Board Members, the organization's financial situation][Denver Socials; professional networking and event provider; 2000 S Colorado Blvd Tower 2 Suite 1100 Denver, CO 80222; Start Date 09/2024; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; organize and attend events][Native Futures Giving Circle; sponsored by The Denver Foundation-The idea is to raise funds that can be given to various nonprofit organizations as directed by the giving circle members; 1009 Grant St, Denver, CO 80203; Start Date 05/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; attend a meeting once a month and contribute ideas for fundraising and vote on giving grants to various nonprofits.] [Burnham Yard Community Action (BYCA); Develop specific, well-grounded recommendations for inclusion in negotiations over the Burnham Yard Community Benefits Agreement, a legally binding agreement between the community and the development team for the new Broncos Stadium. ; 800 Seminole Rd, Denver, CO 80204; Start Date 06/2026; Role/Title: Member; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours; This group will meet (virtually) weekly beginning the week of June 1st, with meetings scheduled for Wednesdays at noon]

Exams

• S66 Uniform Combined State Law Examination
  2025-05-12
• S63 Uniform Securities Agent State Law Examination
  2020-12-04