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Eagle Strategies LLC CRD 110826
$32.0B regulatory AUM 6,662 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2022-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Madison | WI | 05/2017 | Present |
| New York Life Insurance Co. | Madison | WI | 01/2017 | Present |
| Deeper Roots Coaching, Llc | Black River Falls | WI | 10/2013 | 09/2022 |
| Eagle Strategies Llc | Black River Falls | WI | 12/2020 | Present |
| Illume Financial Strategies Llc | Black River Falls | WI | 08/2021 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 304 Main St, BRF Wi 54615; Start Date 06/2020; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ILLUME FINANCIAL STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BLACK RIVER FALLS, WI; START DATE: 08/2021]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-08 |
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