Joseph Kenyon Vander Linde

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 10/2017
  Interactive Health
  Schaumburg, IL
• 09/2016 → 07/2017
  Scribe America
  Sarasota, FL
• 09/2017 → Present
  New York Life Insurance Co
  Fort Collins, CO
• 11/2017 → Present
  Nylife Securities, Llc
  Fort Collins, CO
• 01/2021 → Present
  Eagle Strategies Llc
  Fort Collins, CO
• 03/2021 → Present
  Noble Capital Group, Llc
  Fort Collins, CO

Other Businesses

[Off the Hook Arts; Provide free & low-cost music performance education for students in our community while cultivating a love of the performing arts through public concerts ft. world-class musicians & interdisciplinary collaborations among arts, sciences, & humanities.; 1001-A E Harmony Road #260 Fort Collins, CO 80525; Start Date 04/2020; Role/Title: Board Member; Not Investment Related; 8 hours per month; 2 hours per month during securities trading hours; Board Member - Vice Prsident of Off the Hook Arts which is a 501(c)3 non-profit music education program in Fort Collins, CO. (EID: 45-5161400). Vice President is assist executive director Jephta Bernstein in discovery and implementation of various music programs from academies serving elementary-college age students, as well as bi-annual music festivals known in the area as Summer and Winter Fest. In addition to program discovery, promoting awareness of the non-profit to support children's musical education in northern Colorado] [Toastmasters International; District Finance Manager. Manage district budget with reports, reconciling audits with respective club and district treasurers.Mid and Year-end audits.; 9127 S. Jamaica Street, Suite 400, Englewood, CO 80112; Start Date 07/2021; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF NOBLE CAPITAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FORT COLLINS, CO; START DATE: 03/2021] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3003 East Harmony Road Suite 110, Fort Collins CO 80528; Start Date 03/2021; Role/Title: Owner; Investment Related; 60 hours per month; 32.5 hours per month during securities trading hours] [Boulder County Estate Planning Council.; Encourages and cultivates interdisciplinary communication and education among estate planning professionals. Our members practice as Chartered Life Underwriters, Trust Officers, Attorneys at Law, Certified Public Accountants, and CFP®.; 600 KIMBARK ST LONGMONT, CO 80501; Start Date 05/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours; Treasurer. Member.]

Exams

• S66 Uniform Combined State Law Examination
  2021-01-11

Other Names

• Joseph K Williams