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Elliot Caulum

Eagle Strategies LLC

Madison, WI

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-07-22
  • WI RA
    APPROVED
    Since 2026-07-22

Branch Locations

1255 Fourier Drive Ste 101, Madison, WI 53717 • 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
Pleasant View Golf Course Middleton WI 05/2018 09/2021
General Beverage Fitchburg WI 06/2021 01/2024
Lz Management Madison WI 09/2023 08/2024
Wisconsin Economic Development Corporation Madison WI 06/2024 05/2025
Uw-Madison Madison WI 09/2021 05/2025
None Madison WI 01/2015 05/2018
New York Life Insurance Company Madison WI 01/2025 Present
Nylife Securities Llc Madison WI 08/2025 Present
Eagle Strategies Llc Madison WI 07/2026 Present
  • 05/2018 → 09/2021
    Pleasant View Golf Course
    Middleton, WI
  • 06/2021 → 01/2024
    General Beverage
    Fitchburg, WI
  • 09/2023 → 08/2024
    Lz Management
    Madison, WI
  • 06/2024 → 05/2025
    Wisconsin Economic Development Corporation
    Madison, WI
  • 09/2021 → 05/2025
    Uw-Madison
    Madison, WI
  • 01/2015 → 05/2018
    None
    Madison, WI
  • 01/2025 → Present
    New York Life Insurance Company
    Madison, WI
  • 08/2025 → Present
    Nylife Securities Llc
    Madison, WI
  • 07/2026 → Present
    Eagle Strategies Llc
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-25
  • S66 Uniform Combined State Law Examination
    2026-02-25

View on SEC IAPD

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ORSAN M KHARBUSH
Matthew Miller

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AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
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CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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