Zachary Marc Starostka

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:

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
SD	RA	APPROVED	2022-10-28
NE	RA	APPROVED	2022-09-28

SD RA
APPROVED

Since 2022-10-28
NE RA
APPROVED

Since 2022-09-28

Branch Locations

Grand Island, NE • 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

Organization	City	State	From	To
New York Life Insurance Company	Sioux Falls	SD	06/2019	Present
Nylife Securities Llc	Sioux Falls	SD	12/2019	Present
Starostka Construction	Grand Island	NE	05/2016	06/2019
Kruse Financial Group	Grand Island	NE	11/2020	Present
Eagle Strategies Llc	Grand Island	NE	09/2022	Present
Starostka Wealth Strategies, L.L.C	Grand Island	NE	12/2023	Present

06/2019 → Present

New York Life Insurance Company

Sioux Falls, SD
12/2019 → Present

Nylife Securities Llc

Sioux Falls, SD
05/2016 → 06/2019

Starostka Construction

Grand Island, NE
11/2020 → Present

Kruse Financial Group

Grand Island, NE
09/2022 → Present

Eagle Strategies Llc

Grand Island, NE
12/2023 → Present

Starostka Wealth Strategies, L.L.C

Grand Island, NE

Other Businesses

[Triple S Investments; 429 Industrial Lane, Grand Island, NE 68803; real estate investment related; investments in rentals; partner 10%; 5 hours per month, 0 during securities trading hours; start 09/2015; I am a small part owner in the company and do not have any duties] [Grand Island Central Catholic Middle School Wrestling; Head coach of Grand Island Central Catholic Middle School Wrestling Program; 1200 N Ruby Ave Grand Island, NE 68803; Start Date 11/2020; Role/Title: Educator/Instructor; Not Investment Related; 30 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KRUSE FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; GRAND ISLAND, NE; START DATE: 11/2020] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; 27416 W Old HWY 30, Suite C Grand Island, NE 68803; Start Date 11/2022; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF STAROSTKA WEALTH STRATEGIES, L.L.C FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (GRAND ISLAND, NE); START DATE: 11/2023]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-09-15
S63	Uniform Securities Agent State Law Examination	2020-06-15

S65 Uniform Investment Adviser Law Examination

2022-09-15
S63 Uniform Securities Agent State Law Examination

2020-06-15

View on SEC IAPD