Stephen Koehnline Rowley

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

• 05/2009 → Present
  New York Life Insurance Co
  Southfield, MI
• 10/2009 → Present
  Nylife Securities Llc
  Southfield, MI
• 08/2013 → Present
  Eagle Strategies Llc
  Southfield, MI
• 04/2019 → Present
  Rowley Services, Inc. D/B/A Rowley Financial Solutions
  Plymouth, MI

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS,4000 TOWN CENTER STE 1300, SOUTHFIELD, MI 48075, INDEPENDENT CONTRACTOR, START DATE 11/01/2012] [ROWLEY SERVICES; THIS IS AN S-CORP, CREATED FOR INCOME TAX MANAGEMENT, AND NOW USED TO COLLECT COMMISSIONS FOR BROKERED LIFE INSURANCE BUSINESS. ROWLEY SERVICES WILL NOT BE MARKETED TO THE PUBLIC AND IS ONLY USED TO COLLECT BUSINESS INCOME AND PAY EXPENSES.; 1407 PENNIMAN, AVE., PLYMOUTH, MI; START DATE 03/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF ROWLEY SERVICES, INC. D/B/A ROWLEY FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; PLYMOUTH, MI; START DATE: 04/2019] [DCFC Profesional Soccer team; Minority Ownership. Compete in professional soccer matches; 3401 E. Lafayette Street Detroit, MI. 48207; Start Date 08/2020; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Southeast Michigan Airstream Club (SEMAC); The objectives of this non-profit organization include: A. Increasing and strengthening membership B. Encourage social opportunities for owners of Airstream recreational vehicles C. Participation in International and Regional activities and events; 803 E. Pike Street P.O. Box 612 Jackson Center, OH 45334; Start Date 10/2022; Role/Title: Officer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [WBCCI Foundation; Charitable Foundation affiliated with the Wally Byam Caravan Club International (i.e., the Airstream club of America); 803 E. Pike Street P.O. Box 612 Jackson Center, OH 45334; Start Date 10/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours; Attend monthly meetings and participate in decision making, regarding future activities and grant making][Airstream Club International - Region 4; camping club for owners of Airstream Travel Trailers; 707 E. Pike Street Jackson Center, OH 45334; Start Date 03/2026; Role/Title: Officer; Not Investment Related; 8 hours per month; 2 hours per month during securities trading hours; provide support and leadership assistance to local clubs in Michigan, Ohio, and West Virginia]

Exams

• S66 Uniform Combined State Law Examination
  2013-08-10
• S63 Uniform Securities Agent State Law Examination
  2009-11-10

Other Names

• Stephen Koehnine Rowley
• Stephen Koehnine Rowley