Kevin John Davidson

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

• 02/2006 → Present
  New York Life
  Fort Wayne, IN
• 03/2006 → Present
  Nylife Securities
  Fort Wayne, IN
• 12/2008 → Present
  Eagle Strategies Llc
  Fort Wayne, IN
• 05/2014 → Present
  Davidson Wealth Group, Llc
  Fort Wayne, IN
• 07/2021 → Present
  Eagle Wealth Partners Llc D/B/A Lifetime Wealth Partners
  Fort Wayne, IN

Other Businesses

INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES [INSURANCE BROKERING; INSURANCE PRODUCTS; 9921 DUPONT CIRCLE DR W, SUITE 210, FORT WAYNE, IN 46825; START DATE 05/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 40 HOURS PER MONTH; 25 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF DAVIDSON WEALTH GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FORT WAYNE, IN; START DATE: 05/2014] [OPERATING UNDER THE DBA NAME OF EAGLE WEALTH PARTNERS LLC D/B/A LIFETIME WEALTH PARTNERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; PARTNER; FORT WAYNE, IN; START DATE: 07/2021] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-26
• S63 Uniform Securities Agent State Law Examination
  2006-04-19