Steven Wheeler

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

• 02/2020 → 09/2023
  Bluegreen Vacations
  Colorado, AZ
• 11/2019 → 01/2020
  Stratos Global
  Sheridan, WY
• 10/2017 → 11/2019
  Worldwide Legacy Group
  Mesa, AZ
• 01/2015 → 09/2019
  Spinway Technologies Llc
  Washington, UT
• 10/2023 → 09/2024
  Unemployed
  Parker, CO
• 09/2024 → Present
  New York Life Insurance Company
  Denver, CO
• 11/2024 → Present
  Nylife Securities Llc
  Denver, CO
• 09/2025 → Present
  Eagle Strategies Llc
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-15
• S63 Uniform Securities Agent State Law Examination
  2025-01-13