Timothy John Potjer

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

• 05/1991 → Present
  New York Life Ins. Co.
  Gr, MI
• 12/1991 → Present
  Nylife Securities Inc.
  Okemas, MI
• 01/2000 → Present
  Potjer Financial Resources
  Byron Center, MI
• 03/2009 → Present
  Eagle Strategies Llc
  Byron Center, MI

Other Businesses

[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS UNDER THE DBA NAME POTJER FINANCIAL RESOURCES; INVESTMENT RELATED; START DATE 01/2000] [GRAND RIVER COMMERCE, INC; PERSONAL AND COMMERCIAL BANKING SERVICES AND LENDER.; 4471 WILSON AVE SW GRANDVILLE, MI 49418; START DATE 10/2013; ROLE/TITLE: PASSIVE INVESTOR; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Byron Center Downtown Development Authority; OFFICER; NON INVESTMENT RELATED; START DATE 06/2013][REJTOP ENTERPRISES LLC; MY PERSONAL OFFICE; 2555 84th ST SW Byron Center MI 49315; Start Date 02/2018; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; PAY WATER BILL, TAXES, MAINTENCE]

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-17
• S63 Uniform Securities Agent State Law Examination
  1992-05-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant