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Rachel Marie Wilder

Eagle Strategies LLC

Alpharetta, GA

Alpharetta, GA

CRD 3231433

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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

AuthorityCategoryStatusDate
GA RA APPROVED 2006-06-06
  • GA RA
    APPROVED
    Since 2006-06-06

Branch Locations

3655 Brookside Parkway Suite 400, Alpharetta, GA 30022 • United States

Alpharetta, GA • 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 Ins Co Atlanta GA 09/2005 Present
Nylife Securities Atlanta GA 09/2005 Present
Wilder Wealth Strategies, Llc Atlanta GA 04/2014 Present
Generational Financial Partners Llc Alpharetta GA 02/2023 08/2026
  • 09/2005 → Present
    New York Life Ins Co
    Atlanta, GA
  • 09/2005 → Present
    Nylife Securities
    Atlanta, GA
  • 04/2014 → Present
    Wilder Wealth Strategies, Llc
    Atlanta, GA
  • 02/2023 → 08/2026
    Generational Financial Partners Llc
    Alpharetta, GA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; insurance broker; investment related; start date 6/2006] [SHAKLEE CORPORATION; DISTRIBUTOR FOR VITAMINS AND SUPPLEMENTS;FOR PERSONAL USE ONLY IN ORDER TO GAIN PRODUCT DISCOUNT; NON INVESTMENT RELATED; START DATE 11/2011] [OPERATING UNDER THE DBA NAME OF WILDER WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ATLANTA, GA; START DATE: 04/2014] [Ginn Creek Investments LLC; 1/2 a unit of a conservation easement; Bowne and Associates CPA PC 251 Technology Pkwy Rome GA 30165; Start Date 08/2016; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Bickford Farm Investments, LLC; Once approved I plan to by one unit in a conservation easement called Bickford Farm. This is for tax purposes only. A conservation easement means the members agree to conserve the land and not build on it.; 251 Technology Pkwy; Start Date 12/2017; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Country Wood Lane Investments LLC; its a conservation easement; 251 Technology Pkwy Rome GA; Start Date 12/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; I plan to purchase one unit] [ProVisors; ProVisors is a national networking organization that i am a member and group leader; 11175 Cicero Drive, Bldg 200 Suite 300 Alpharetta, GA, 30022 ; Start Date 09/2024; Role/Title: member and group leader; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; I am marketing my business and building relationships with centers of influence. Also, I organize and lead the Alpharetta meeting monthly.]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-23
S63 Uniform Securities Agent State Law Examination 1999-06-04
  • S66 Uniform Combined State Law Examination
    2006-05-23
  • S63 Uniform Securities Agent State Law Examination
    1999-06-04
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Rachel Marie Sparks
  • Rachel Marie Sparks

View on SEC IAPD

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