Sarina M Tannehill

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

• 09/2010 → Present
  New York Life
  Omaha, NE
• 11/2010 → Present
  Nylife Securities Llc
  Omaha, NE
• 08/2014 → Present
  Vlock Financial Group
  Omaha, NE
• 07/2018 → Present
  Generation Strategies, Llc
  Omaha, NE
• 02/2026 → Present
  Eagle Strategies Llc
  Elkhorn, NE

Other Businesses

[OPERATING UNDER THE DBA NAME OF VLOCK FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; OMAHA, NE; START DATE: 08/2014] [Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; One Valmont Plaz, Suite 100, Omaha, NE 68154; Start Date 06/2018; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GENERATION STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; OMAHA, NE; START DATE: 07/2018]

Exams

• S66 Uniform Combined State Law Examination
  2026-02-07
• S63 Uniform Securities Agent State Law Examination
  2011-01-20

Other Names

• Sarina M Vlock
• Sarina Marie Vlock
• Sarina M Vlock-Tannehill
• Sarina Marie Tannehill
• Sarina Marie Vlock Tannehill