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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-02-17
  • IA RA
    APPROVED
    Since 2026-02-17

Branch Locations

1615 Sw Main Street Suite 201, Ankeny, IA 50023 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Ankeny IA 12/2022 Present
New York Life Insurance Company Ankeny IA 01/2022 Present
Symmetry Financial Group Swannanoa NC 05/2021 12/2021
Exile Brewing Company Des Moines IA 04/2018 04/2021
Us Cellular Urbandale IA 06/2017 04/2018
Johnson Brothers Of Iowa Johnston IA 09/2012 06/2017
Innovative Financial Solutions Group Ankeny IA 09/2025 Present
Eagle Strategies Llc Ankeny IA 02/2026 Present
  • 12/2022 → Present
    Nylife Securities Llc
    Ankeny, IA
  • 01/2022 → Present
    New York Life Insurance Company
    Ankeny, IA
  • 05/2021 → 12/2021
    Symmetry Financial Group
    Swannanoa, NC
  • 04/2018 → 04/2021
    Exile Brewing Company
    Des Moines, IA
  • 06/2017 → 04/2018
    Us Cellular
    Urbandale, IA
  • 09/2012 → 06/2017
    Johnson Brothers Of Iowa
    Johnston, IA
  • 09/2025 → Present
    Innovative Financial Solutions Group
    Ankeny, IA
  • 02/2026 → Present
    Ankeny, IA
Other Businesses

[Gimmies Mobile Golf Simulator; Gimmies will provide a mobile virtual golf simulator experience for both indoor and outdoor events. Capable of uses for both residential and commercial events.; 5207 NW 10th Street, Ankeny Iowa; Start Date 04/2025; Role/Title: Owner; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; oversee operations] [OPERATING UNDER THE DBA NAME OF INNOVATIVE FINANCIAL SOLUTIONS GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (ANKENY, IA); START DATE: 09/2025][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1615 SW Main Street, suite 201 Ankeny, Iowa 50023; Start Date 09/2025; Role/Title: Insurance Broker; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Ankeny Area Chamber of Commerce Executive Board; I will be a member of the Executive Board at the Ankeny Area Chamber of Commerce that the Full Board reports too. I will be in a succession line to sign off on purchases made by the Chamber staff but will not have check writing authority. ; 1360 SW Park Square Dr Ste 104, 106 & 108, Ankeny, IA 50023; Start Date 01/2026; Role/Title: Officer; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; I will be the treasurer in 2026.]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
S63 Uniform Securities Agent State Law Examination 2023-05-17
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13
  • S63 Uniform Securities Agent State Law Examination
    2023-05-17
Other Names
  • Joe Bethel

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