Kelly Diane Kaneski

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

• 11/1998 → Present
  New York Life Ins Co
  Roseville, CA
• 04/1999 → Present
  Nylife Securities Inc.
  Roseville, CA
• 04/2007 → Present
  Kaneski Associates Financial & Insurance Services
  Roseville, CA
• 08/2017 → 08/2024
  Mahoney Financial Organization, Llc D/B/A Mfo Insurance Solution
  Sacramento, CA
• 04/2007 → Present
  Eagle Strategies Llc
  Roseville, CA

Other Businesses

[APPOINTED TO VARIOUS OUTSIDE INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS VIA DBA KANESKI ASSOCIATES FINANCIAL & INSURANCE SERVICES; INVESTMENT RELATED; START DATE 04/2007] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life.; 51 Madison Avenue, New York, NY 10010; Start Date 10/2010; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][American River Parkway Foundation-Summer Solstice committee ; The American River has 27 miles of paved and nature paths for biking, hiking, walking and horseback riding. The committee helps raise donations to keep the parkway clean and safe so that the use is available for all at no cost.; 5700 Arden Way, Carmichael, CA 95608; Start Date 12/2024; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; fundraising]

Exams

• S66 Uniform Combined State Law Examination
  2006-10-03
• S63 Uniform Securities Agent State Law Examination
  1999-05-14

Designations

• Chartered Financial Consultant

Other Names

• Kelly Kaneski