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Quinn Willam Process

Eagle Strategies LLC

Madison, 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 2026-01-27
  • WI RA
    APPROVED
    Since 2026-01-27

Branch Locations

999 Fourier Drive Suite 300, Madison, WI 53717 • 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
Oneida Golf And Country Club Green Bay WI 08/2016 09/2023
Northwestern Mutual De Pere WI 04/2024 04/2025
Action Financial Strategies De Pere WI 05/2025 Present
University Of Wisconsin-Whitewater Whitewater WI 09/2021 04/2025
Pulaski High School Pulaski WI 09/2017 05/2021
Pulaski Community Middle School Pulaski WI 09/2014 05/2017
Nylife Securities Llc De Pere WI 10/2025 Present
Eagle Strategies Llc Madison WI 01/2026 Present
  • 08/2016 → 09/2023
    Oneida Golf And Country Club
    Green Bay, WI
  • 04/2024 → 04/2025
    Northwestern Mutual
    De Pere, WI
  • 05/2025 → Present
    Action Financial Strategies
    De Pere, WI
  • 09/2021 → 04/2025
    University Of Wisconsin-Whitewater
    Whitewater, WI
  • 09/2017 → 05/2021
    Pulaski High School
    Pulaski, WI
  • 09/2014 → 05/2017
    Pulaski Community Middle School
    Pulaski, WI
  • 10/2025 → Present
    Nylife Securities Llc
    De Pere, WI
  • 01/2026 → Present
    Eagle Strategies Llc
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-23
  • S66 Uniform Combined State Law Examination
    2025-12-23
Other Names
  • Quinn William Process

View on SEC IAPD

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Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI
ASSOCIATED INVESTMENT SERVICES, INC. · MADISON, WI

More in Madison, WI

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