Kenneth Richard Bakula

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2022-08-12
WI	RA	APPROVED	2004-01-29

IL RA
APPROVED

Since 2022-08-12
WI RA
APPROVED

Since 2004-01-29

Branch Locations

1486 Kenwood Dr Ste 102, Menasha, WI 54952 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
New York Life Insurance Company	Appleton	WI	10/2003	Present
Nylife Securities Inc	Appleton	WI	10/2003	Present
Eagle Strategies Llc	Milwaukee	WI	01/2004	Present

10/2003 → Present

New York Life Insurance Company

Appleton, WI
10/2003 → Present

Nylife Securities Inc

Appleton, WI
01/2004 → Present

Eagle Strategies Llc

Milwaukee, WI

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; start date 06/2005]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-06-29
S63	Uniform Securities Agent State Law Examination	1983-02-18

S65 Uniform Investment Adviser Law Examination

1999-06-29
S63 Uniform Securities Agent State Law Examination

1983-02-18

Designations

View on SEC IAPD

Current Employers

Eagle Strategies Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews