Darren Ronald Schwinefus

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

• 08/2009 → Present
  New York Life
  W Baraboo, WI
• 09/2009 → Present
  Nylife Securities Llc
  W Baraboo, WI
• 04/2015 → 04/2017
  Schwinefus And Mead Financial Group Llc
  Baraboo, WI
• 12/2015 → Present
  Eagle Strategies Llc
  West Baraboo, WI
• 12/2017 → Present
  Firm Foundation Wealth & Retirement Solutions, Llc
  Madison, WI

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 07/2013] [RENTAL PROPERTY; RENTING OFFICE SPACE; 433 LINN ST BARABOO, WI 53913; START DATE 04/2015; OWNER; INVESTMENT RELATED; 1 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS; RENTAL INCOME] [QSM Holdings LLC; office building; 433 Linn Street, Baraboo WI; 433 Linn Street, Baraboo WI 53913; Start Date 08/2017; Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FIRM FOUNDATION WEALTH & RETIREMENT SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MADISON, WI; START DATE: 12/2017] [West Baraboo Professional Center LLC; purchase a retail building space; 602 W Pine Street Baraboo WI 53913; Start Date 04/2019; Role/Title: Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Property / Casualty Sales; brokering property/casualty insurance; 433 Linn Street Baraboo WI 53913; Start Date 11/2018; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [Kingdom Storage LLC; shipping containers as storage units and possible permanent structures of storage units; S7559 US Highway 12, North Freedom, WI 53951; Start Date 12/2019; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Blue Granite RE LLC; own the land and building for a Culver's Restaurant; investment related; owner; stART DATE 4/2020; PASSIVE INVESTOR; NO TIME ON ACTIVITY; 6600 Centers Dr, Holland, OH 43528] [Blue Granite RE 2 LLC; Build a Culver's Restaurant; 10392 Femont Pike Perrysburg, OH 43551; Start Date 02/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [QSM Properties LLC; We are looking to purchase a residential home in Ohio and rent it out; 433 Linn Street, Baraboo WI 53913; Start Date 04/2021; Role/Title: Member; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive member] [Blue Granite RE 3 LLC; Own a Culver's restaurant; 0 West Gypsy Lane Bowling Green, OH 43403; Start Date 10/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Blue Granite RE 4 LLC; Its a Culvers Restaurant in Maumee, OHIO; 129 Golden Gate Plaza, Maumee, Ohio 43537; Start Date 12/2023; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Community Christian School ( CCS); board member. I was elected to start serving as a Board Member for our local Christian School. Position will Start January 5th. Meetings once a month for 2 hours; E12654 County Road T Baraboo, WI 53913; Start Date 01/2024; Role/Title: Board Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours; I will meet once a month to review budgets, recommendations, and support the school.] [DBJ Ventures LLC; We are doing a tech business that will be installed in our Culver's restaurants; 6600 Centers Drive, Holland OH 43528; Start Date 06/2024; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Blue Granite RE 5; Culver's restaurant purchases; 840 Dolly Parton Parkway, Sevierville, TN 37862; Start Date 10/2025; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2015-11-04
• S63 Uniform Securities Agent State Law Examination
  2009-10-28