John Hadley Horstmann

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

• 05/1986 → Present
  New York Life Ins. Co.
  Fresno, CA
• 09/1986 → Present
  Nylife Securities Inc.
  Fresno, CA
• 10/2003 → Present
  Horstmann Financial And Insurance Services
  Fresno, CA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARARIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INSURANCE BROKER; START DATE 11/2002] [OPERATING UNDER THE DBA NAME OF HORSTMANN FINANCIAL AND INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRESNO, CA; START DATE: 10/2003][Rotary Club of East Fresno; Rotary Club doing community service; 724 E. Pontiac Way, Fresno, CA, 93710; Start Date 07/2025; Role/Title: Board Member; Not Investment Related; 12 hours per month; 6 hours per month during securities trading hours; review community service proposals brought to the club][East Fresno Rotary Charitable Foundation; non-profit foundation supporting the efforts of the Rotary Club of East Fresno; 724 E. Pontiac Way, Fresno, CA, 93710; Start Date 07/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours; review and vote on projects and grants brought before the foundation]

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-25