Kim W Luckey

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

• 12/1995 → Present
  New York Life Insurance Company
  Richland Center, WI
• 01/1996 → Present
  Nylife Securities Inc.
  Richland Center, WI
• 01/2017 → Present
  Eagle Strategies Llc
  Richland Center, WI
• 04/2024 → Present
  Prosper Financial Strategies, Llc
  Richland Center, WI

Other Businesses

[OLD SCHOOL FINANCIAL PROPERTIES, LLC; LLC WILL OWN RENTAL REAL ESTATE CONSISTING OF COMMERCIAL/RETAIL SPACE AND RESIDENTIAL UNITS.; 850 W PARKVIEW DR, RICHLAND CENTER, WI 53581; START DATE 09/2014; ROLE/TITLE: PARTNER; NOT INVESTMENT RELATED; 5 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Richland Area Rotary Youth Soccer; Provide referee services for youth club, high school, and junior college soccer and basketball games. Sports Officiating; 850 W Parkview Dr., Richland Center, WI 53581; Start Date: 08/1995; Role/Title: Referee/ Sports Official; Not investment related; 20 hours per month; 0 hours per month during securities trading hours] [Richland Area Rotary Youth Soccer; This is a local organization that provides opportunities for area youth to play soccer.; 179 E Court St. Richland Center, WI 53581; Start Date 08/1989; Role/Title: Officer; Not Investment Related; 10 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 179 E Court St, Richland Center, WI 53581; Start Date 11/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Acting as insurance agent/broker.] [OPERATING UNDER THE DBA NAME OF Prosper Financial Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; Richland Center, WI; START DATE: 04/2024][The Richland Hospital Foundation, Inc.; 501(c)3 organization affiliated with The Richland Hospital, a local critical access hospital. It raises funds for capital improvements and to support programs at the hospital and to provide scholarships for students studyin in health care.; 333 East Second Street, Richland Center, WI 53581; Start Date 03/2021; Role/Title: Board Member; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours; finance committee]

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-01-30

Designations

• Chartered Financial Consultant