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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1999-01-25 |
Branch Locations
135 South 84Th Street Suite 400, Milwaukee, WI 53214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ny Life Ins Co | Milwaukee | WI | 03/1979 | Present |
| Nylife Securities Inc. | Milwaukee | WI | 09/1982 | Present |
| Jungen & Co. Financial Advisors | Milwaukee | WI | 10/2005 | Present |
| Eagle Strategies Llc | Milwaukee | WI | 01/1999 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; commissions; DBA JUNGEN & CO. FINANCIAL ADVISERS] [Wauwatosa Mayfair Rotary; Charitable community based non-profit; Wauwatosa Mayfair Rotary PO Box 26515, Wauwatosa, WI 53226; Start Date 02/2020; Role/Title: Director; Not Investment Related; 10 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-11 |
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