Richard John Price

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

• 03/1995 → Present
  New York Life Insurance Company
  Madison, WI
• 04/1995 → Present
  Nylife Securities Llc
  Madison, WI
• 11/2007 → Present
  Price Financial Group
  Sturgeon Bay, WI
• 03/2024 → Present
  Eagle Strategies Llc
  Sturgeon Bay, WI

Other Businesses

[[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 44 South Madison Avenue, Sturgeon Bay, WI 54235; Start Date 02/2019; Role/Title: Owner; Not Investment Related; 5 hours per month; 4 hours per month during securities trading hours] [DOOR COUNTY MEN'S OVER 30 BASKETBALL LEAGUE; START DATE 02/2015; ROLE/TITLE: REFEREE; NOT INVESTMENT RELATED; 9 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Rental Property - 46 S. Madison Ave; Rental property, a recently built small apartment above my office.; 46 S. Madison Ave., Sturgeon Bay, WI 54235; Start Date 04/2021; Role/Title: Owner; Investment Related; 5 hours per month; 1 hours per month during securities trading hours;manage, which entails booking, collecting rental, cleaning, repairs, maintenance, etc.]

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-27

Designations

• Chartered Financial Consultant

Other Names

• Richard J Price