Yogesh O Khatri

Current Employers

Employment History

• 11/1990 → Present
  New York Life Insurance Co
  Milwaukee, WI
• 10/1991 → Present
  Nylife Securities Inc.
  Milwaukee, WI
• 06/2004 → Present
  Yk Insurance And Financial Services
  Milwaukee, WI
• 06/2008 → Present
  Eagle Strategies Corp.
  Milwaukee, WI

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA YK INSURANCE AND FINANCIAL SERVICES; 135 S. 84TH STREET, SUITE 202 MILWAUKEE, WI 53214; COMMISSIONS] [Rental Property; Waukesha, WI; Start Date: 12/2006; Role/Title: Owner; Investment related] [RAAGA Entertainment, LLC; Entertainment company - promoting classical and Bollywood musicians - concerts; Start Date: 07/2009; Role/Title: Partner; Not investment related] [Salon Mayfair; Salon business run by Wife.; 10633 W. North Ave, Wauwatosa, WI 53226; Start Date 08/2016; Role/Title: Partner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [JYK Enterprise LLC; Business building - being Leased to Salon Mayfair; 10633 W. North Ave, Wauwatosa, Wi 53226; Start Date 08/2016; Role/Title: Partner; Investment Related; 6 hours per month; 0 hours per month during securities trading hours] [Autoimmune Neurological Disorders Research Fund; sustain and expand our long-standing “Living Well” patient education programs, which have supported patients and caregivers for over three decades, while also advancing research; 3237 S. 16th Street Milwaukee, WI 53215; Start Date 06/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; providing oversight, ensuring compliance with nonprofit standards, and participating in periodic board discussions]

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-12
• S63 Uniform Securities Agent State Law Examination
  1992-01-06