Preston S Karraker

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:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-02-26

WA RA
APPROVED

Since 2025-02-26

Branch Locations

109 6Th Steeet, Lynden, WA 98264 • 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

Organization	City	State	From	To
David Lewis	Lynden	WA	04/2024	Present
Atrium	Lynden	WA	11/2023	04/2024
Nextsource	Lynden	WA	08/2023	11/2023
Unemployed	Bellingham	WA	03/2023	08/2023
Northsound Refrigeration	Ferndale	WA	07/2022	02/2023
Unemloyed	Colorado Springs	CO	05/2022	06/2022
University Of Colorado Springs Colorado	Colorado Springs	CO	08/2020	05/2022
Pikes Peak Community College	Colorado Springs	CO	05/2019	07/2020
Sprouts Famers Market	Colorado Springs	CO	05/2017	09/2019
Wendy's	Colorado Springs	CO	02/2016	04/2017
Nylife Securities Llc	Lynden	WA	06/2024	Present
Eagle Strategies Llc	Lynden	WA	02/2025	Present
Lewis & Bluhm Financial Group, Llc	Lynden	WA	07/2026	Present

04/2024 → Present

David Lewis

Lynden, WA
11/2023 → 04/2024

Atrium

Lynden, WA
08/2023 → 11/2023

Nextsource

Lynden, WA
03/2023 → 08/2023

Unemployed

Bellingham, WA
07/2022 → 02/2023

Northsound Refrigeration

Ferndale, WA
05/2022 → 06/2022

Unemloyed

Colorado Springs, CO
08/2020 → 05/2022

University Of Colorado Springs Colorado

Colorado Springs, CO
05/2019 → 07/2020

Pikes Peak Community College

Colorado Springs, CO
05/2017 → 09/2019

Sprouts Famers Market

Colorado Springs, CO
02/2016 → 04/2017

Wendy's

Colorado Springs, CO
06/2024 → Present

Nylife Securities Llc

Lynden, WA
02/2025 → Present

Eagle Strategies Llc

Lynden, WA
07/2026 → Present

Lewis & Bluhm Financial Group, Llc

Lynden, WA

Other Businesses

[OPERATING UNDER THE DBA NAME OF Lewis & Bluhm Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; LYNDEN WA ; START DATE: 07/2026]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-14

S66 Uniform Combined State Law Examination

2025-02-14

View on SEC IAPD