Best Investors
Account
Sign in
Eagle Strategies LLC CRD 110826
$32.0B regulatory AUM 6,662 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-04 |
| IA | RA | APPROVED | 2023-03-16 |
Branch Locations
821 Franklin Street, Pella, IA 50219 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Hiawatha | IA | 02/2013 | 12/2017 |
| Nylife Securities Llc | Hiawatha | IA | 02/2013 | 12/2017 |
| William Penn University | Oksaloosa | IA | 10/2014 | 03/2024 |
| Wiskus Group | Pella | IA | 12/2014 | Present |
| Nylife Securities Llc | Pella | IA | 05/2018 | Present |
| Eagle Strategies Llc | Pella | IA | 03/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 821 Franklin Street, Pella, IA 50219; 2 hours per month; commissions] [Grace Evangelical Lutheran Church ; Youth Group Leader. Lead group of children through devotion, activities, spiritual growth. Elder of Church. Provide service to guide and protect the members of the Church. ; 1715 Burlington Ave, Oskaloosa, IA 52577; Start Date 01/2023; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [ADS Investments, LLC; Purchased a rental property for my wife's daycare business.; 438 N 4th St Oskaloosa, IA 52577; Start Date 02/2021; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Own the property and pay utilities and upkeep.] [OPERATING UNDER THE DBA NAME OF WISKUS GROUP FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; (PELLA, IA); START DATE: 05/2023][Oskaloosa Activities Booster Club; The Booster Club is designed to fundraise and help designate the use of the funds in order to enhance the local High School Activities; 1816 N 3rd St, Oskaloosa, IA 52577; Start Date 09/2024; Role/Title: Board Member; Not Investment Related; 6 hours per month; 1 hours per month during securities trading hours; Vice President, my responsibilities are to help with organizing events, speak with community members and businesses about memberships and sponsorships and to help facilitate board meetings]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-28 |
Reach out to this advisor