SS
Scott D. Scheer
EAGLE STRATEGIES LLC
APPLETON, WI 54915
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CRD#: 1782780
SS
Professional summary
Scott Duwayne Scheer, ChFC®, CLU® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Appleton, Wisconsin and NYLIFE SECURITIES LLC located in Appleton, Wisconsin.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Scott has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS] [VISTA FINANCIAL STRATEGIES, LLC;2201 E ENTERPRISE AVE., STE 103, APPLETON, WI 54913; DBA WILL BE USED FOR ALL BUSINESS: DISABILITY, HEALTH, LIFE, LONG TERM CARE INSURANCE, FIXED & IMMEDIATE ANNUITIES; STARTED MAY, 2007; INVESTMENT RELATED] [SCHEER'S SUGAR SHACK,LLC; PRODUCTION AND DISTRIBUTION OF MAPLE SYRUP; 8445 SHADY LANE, SRING WI 54174; START DATE 10/2013; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 40 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Wisconsin Potato & Vegetable Growers Association, Inc. - Associate Division ; To help foster and promote various functions of the potato & vegetable industry.; 700 5th Avenue, Antigo, WI 54409; Start Date 07/2023; Role/Title: Board Member; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours; attending meetings and assisting with the fundraising events and trade show as needed.]
CRS (Client Relationship Summary) - RIA
Click below to view Scott Duwayne Scheer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 5, 2006 - Present
EAGLE STRATEGIES LLC
Office #1: N474 Eisenhower Dr Suite C, Appleton, WI 54915RIA
CRD#: 110826
APPLETON, WI
Current
June 30, 1994 - Present
NYLIFE SECURITIES LLC
Office #1: N474 Eisenhower Drive Suite C, Appleton, WI 54915BD
CRD#: 5167
Appleton, WI
Past
March 30, 1992 - June 13, 1994
HARBOUR INVESTMENTS, INC.
BD
CRD#: 19258
MADISON, WI
Past
November 23, 1990 - January 30, 1992
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
COLUMBUS, OH
Past
February 26, 1988 - December 4, 1990
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
February 26, 1988 - December 4, 1990
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/31/2016)
RR
California(3/30/2004)
RR
Florida(6/1/2016)
RR
Illinois(2/28/2018)
RR
Michigan(9/9/2009)
RR
Minnesota(2/26/2018)
RR
Montana(5/24/2016)
RR
Oregon(5/16/2024)
RR
Washington(1/28/2025)
RR
Wisconsin(7/1/1994)
IAR
Wisconsin(1/5/2006)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
