Vanessa Bucklin

Current Employers

Employment History

• 11/2013 → Present
  Nylife Securities Llc
  Billings, MT
• 02/2013 → Present
  New York Life Insurance Co.
  Billings, MT
• 06/2013 → Present
  Pci Conrad, Llc D.B.A. Pondera County Insurance
  Conrad, MT
• 11/2021 → Present
  Eagle Strategies Llc
  Conrad, MT
• 07/2024 → 06/2026
  Dream Big Wealth Strategies, Llc
  Conrad, MT
• 06/2026 → Present
  Olewine Financial Group, Llc D/B/A Olewine Financial Group
  Conrad , MT

Other Businesses

[PCI CONRAD, LLC D.B.A. PONDERA COUNTY INSURANCE; P&C AGENCY; START DATE 06/2013; INVESTMENT RELATED; 23 5TH AVE SE CONRAD, MT, 59425; OWNER] [I HOLDINGS, LLC; REAL ESTATE HOLDING COMPANY RECEIVING RENTAL INCOME.; 23 - 5TH AVE SE CONRAD, MT 59425; START DATE 03/2014; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 23 5th Ave SE Conrad, MT 59425; Start Date 02/2016; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [House of Delegates for the University of Montana; House of Delegates is an arm of the Alumni Association for the UofM. We volunteer in promoting the University and its Alumni membership.; 225 Brantly Hall Missoula, MT 59812; Start Date 10/2016; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [Tyler and Vanessa Bucklin; Farming; 503 S Maryland St Conrad, MT, 59425; Start Date 04/2018; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Penultimate Step - Author; I am writing autobiography. The book will cover my childhood, my role as a mother, entrepreneur, farmer and runner in rural Montana. It non-financial and never once says New York Life. I am in the editing phase of my project.; 503 S. Maryland Street Conrad, MT 59425; Start Date 10/2020; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [P&C sales; insurance broker; investment related; start date 2/2013] [Rental Porperty; Rental of personal vacation home. We personally own a condo on Whitefish Mountain which we rent out for income when we are not using it for personal use.; 3840 Big Mountain Road Sherpa 8 Whitefish, MT 59937; Start Date 01/2022; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; owner duties] [Pondera County Council on Aging; The Pondera County Council on Aging provides the Conrad Senior Surrey, which provides transportation around town and also serves a lunch meal to our senior community in the Senior Citizen Center and through Meals on Wheels program. ; 311 S. Virginia Steet Suite 3 Conrad, MT 59425; Start Date 02/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 3 hours per month during securities trading hours; monthly meetings] [OPERATING UNDER THE DBA NAME OF OLEWINE FINANCIAL GROUP, LLC D/B/A OLEWINE FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CONRAD MT; START DATE: 06/2026] [Independence Bank Advisory Committee; Independence Bank has a local branch in Conrad, MT which they have asked me to serve as an Advisory. This is not a Board Member position. We would meet quarterly for about an hour during lunch.; 309 N. Front Street Conrad, MT 59425; Start Date 08/2026; Role/Title: Advisory Committee Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Independence Bank Advisory Committee; Independence Bank has a local branch in Conrad, MT which they have asked me to serve as an Advisory. This is not a Board Member position. We would meet quarterly for about an hour during lunch.; 309 N. Front Street Conrad, MT 59425; Start Date 08/2026; Role/Title: Advisory Committee Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; I am not a Board member, but sit on the advisory board for our local community bank.]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-26
• S63 Uniform Securities Agent State Law Examination
  2014-01-31

Other Names

• Vanessa Yeager
• Vanessa Yeager Bucklin