Kirk Gordon Quaschnick

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

• 03/1992 → Present
  New York Life Insurance Company
  Dallas, TX
• 07/1992 → Present
  Nylife Securities Llc
  Dallas, TX
• 04/2007 → 02/2024
  Mogul Wealth Strategies Llc
  Dallas, TX
• 01/2002 → Present
  Eagle Strategies Llc
  Frisco, TX
• 04/2022 → 06/2025
  Island Wealth Strategies And Insurance Solutions, Llc
  Frisco, TX
• 04/2023 → Present
  Integrated Financial
  Frisco, TX
• 02/2024 → Present
  Tri Wealth, Llc
  Frisco, TX

Other Businesses

[Hope Fellowship Church; Church/Religious Organization; 9950 Rolater Rd, Frisco, TX 75034; Start Date 08/2020; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours;Monthly board meetings to review church financials and church expansion] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [QB214, LLC; Rental Property Income; 2977 Horseshoe Trail, Frisco, TX 75033; Start Date 10/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [QB214 Kings, LLC; Business operations for Kirk Quaschnick; 14111 King Rd., Suite 520, Frisco, TX 75036; Start Date 02/2023; Role/Title: Owner; Investment Related; 20 hours per month; 20 hours per month during securities trading hours; Owner of the real estate and operations] [QB214 Tiger, LLC; RV Lot Rental Property. Lot 335 Tiger Run Resort Park Sub Replat of Lots 249-396 Address: 85 Revett Drive, Unit 335 Breckenridge, CO 80424; 2977 Horseshoe Trail, Frisco, TX 75033; Start Date 02/2023; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; 1 hour per month on the weekend for administration] [OPERATING UNDER THE DBA NAME OF INTEGRATED FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (FRISCO, TX); START DATE: 04/2023] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 14111 King Rd., Suite 520, Frisco, TX 75036; Start Date 01/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF TRI WEALTH, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (FRISCO, TX); START DATE: 02/2024] [Tri Wealth, LLC; appointed with outside carriers for purpose of brokering non-registered products; 14111 King Rd., Suite 520, Frisco, TX 75036; Start Date 01/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-08-17

Designations

• Chartered Financial Consultant

Other Names

• Kirk Gordon Quashchnick