Richard Joseph Enna

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

• 01/1995 → Present
  The New York Life Ins Company
  New York, NY
• 03/1995 → Present
  Nylife Securities Inc.
  Overland Park, KS
• 05/2001 → 12/2019
  R. J. Enna & Associates Financial Group
  Overland Park, KS
• 12/2019 → Present
  Enna And Associates
  Overland Park, KS

Other Businesses

[ST. JAMES ACADEMY; VARSITY BOYS SOCCER COACH; 6820 LACKMAN ROAD, SHAWNEE, KS 66217; START DATE: 12/2000; ROLE/TITLE: COACH; NOT INVESTMENT RELATED; 8 HOURS PER WEEK 8/15 THRU 11/1] [OPERATING UNDER THE DBA NAME OF ENNA & ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; OVERLAND PARK, KS; START DATE: 12/2019] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2004; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Archdiocese of Kansas City In Kansas; Provides guidance to the Archbishop of Kansas City in KS, assisting him in oversight of the assets of the Archdiocese and decision making on all financial transactions and issues associated with the Archdiocese. ; 12615 Parallel Parkway, Kansas City, Kansas 66109; Start Date 12/2022; Role/Title: Finance Council and Investment Committee; Investment Related; 3 hours per month; 1 hours per month during securities trading hours] [Pikes Peak Retreat; Rental Property. I own a home in CO that is not my primary residence. I hire a management company to facilitate the rental operation and property upkeep.; 684 Divide South Drive, Divide, CO 80814; Start Date 11/2022; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-09
• S63 Uniform Securities Agent State Law Examination
  1990-08-08

Other Names

• Rick Enna
• Richard Joseph Enna