Luke Charles Finchem

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

• 08/2005 → Present
  New York Life Insurance Company
  Okemos, MI
• 11/2005 → Present
  Nylife Securities Llc
  Okemos, MI
• 10/2013 → 05/2017
  Dutch Girl Brewery, Llc
  Spring Lake, MI
• 02/2023 → Present
  Eagle Strategies Llc
  Cape Coral, FL
• 07/2024 → Present
  2M Financial Group, Llc
  Cape Coral, FL

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products] [OPERATING UNDER THE DBA NAME OF 2M FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CAPE CORAL FL; START DATE: 07/2024]

Exams

• S66 Uniform Combined State Law Examination
  2023-01-05
• S63 Uniform Securities Agent State Law Examination
  2006-08-31

Other Names

• Luke C Finchem