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Tracy Ellen Lewinski

Eagle Strategies LLC

Milwaukee, 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 2012-07-30
  • WI RA
    APPROVED
    Since 2012-07-30

Branch Locations

Honey Creek Corporate Center 135 South 84Th Street - Suite 400, Milwaukee, WI 53214 • 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
New York Life Insurance Company Milwaukee WI 07/2000 Present
Michael J Jungen Wauwatosa WI 06/1994 Present
Eagle Strategies Llc Milwaukee WI 07/2012 Present
Nylife Securities Llc Milwaukee WI 08/2000 Present
  • 07/2000 → Present
    New York Life Insurance Company
    Milwaukee, WI
  • 06/1994 → Present
    Michael J Jungen
    Wauwatosa, WI
  • 07/2012 → Present
    Eagle Strategies Llc
    Milwaukee, WI
  • 08/2000 → Present
    Nylife Securities Llc
    Milwaukee, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-09
S63 Uniform Securities Agent State Law Examination 2000-11-17
  • S66 Uniform Combined State Law Examination
    2012-07-09
  • S63 Uniform Securities Agent State Law Examination
    2000-11-17

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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