Edward H. Brenmark
Professional summary
Edward Herbert Brenmark III, CLU®, who also goes by Edward Herbert Brenmark, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Milwaukee, Wisconsin and NYLIFE SECURITIES LLC located in Milwaukee, Wisconsin.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Edward has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Herbert Brenmark III's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 12, 2015 - Present
EAGLE STRATEGIES LLC
Office #1: Honey Creek Corporate Center 135 South 84th St. Suite 400, Milwaukee, WI 53214October 28, 2014 - Present
NYLIFE SECURITIES LLC
Office #1: Honey Creek Corporate Center 135 South 84th St. Suite 400, Milwaukee, WI 53214August 3, 2009 - October 20, 2014
MSI FINANCIAL SERVICES, INC.
July 31, 2009 - October 20, 2014
MSI FINANCIAL SERVICES, INC.
March 22, 2001 - August 3, 2009
PRUCO SECURITIES, LLC.
February 21, 1985 - August 3, 2009
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/28/2014)
(5/12/2015)
(3/31/2021)
(1/18/2022)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Milwaukee, WI 53214TRUST BUT VERIFY
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