Joseph D. Kruse
EAGLE STRATEGIES LLC
DAKOTA DUNES, SD 57049
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CRD#: 2014552
Professional summary
Joseph Dean Kruse JR, CFP®, ChFC®, CLU®, who also goes by Joe Kruse Jr, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Dakota Dunes, South Dakota and NYLIFE SECURITIES LLC located in Dakota Dunes, South Dakota.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Joseph has worked at 2 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joe Kruse Jr
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 OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA KRUSE FINANCIAL GROUP.] [KNK INVESTMENT PROPERTIES; NON INVESTMENT RELATED; OWNER OF RENTAL PROPERTY; NO COMP. COMES FROM THIS BUSINESS; 3 HR/M; 50% PARTNER; LLC IS BUILDING ON OFFICE BUILDING FOR MY USE AND BERT'S USE. WE WILL EACH USE 1/2 OF THE BUILDING FOR OUR OFFICES] [CAN YOU SEE ME NOW LLC; IS A CORPORATION THAT OWNS AN AIRPLANE; THIS LLC HAS 3 MEMBERS] [NOTARY PUBLIC; NON INVESTMENT RELATED; START DATE 9/2007] [NYLARC Holding Company Inc; NYL Agent reinsurance company. Reinsures a portion of the NYL business that I write; NYLARC Holding Company, 51 Madison Avenue Room 1202 New York, NY 10010; Start Date 05/2011; Role/Title: Investor-Board Member; Investment Related; 3 hours per month; 3 hours per month during securities trading hours; Go to meetings 3 times a year and conference calls 5 to 6 times a year] [Sioux City Airport Board of Trustee; I am one of 7 board members on our local airport (SUX); 5800 Mitchell St Sioux City IA 51111; Start Date 09/2019; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [R&J Properties LLC; This is a single member LLC to hold a house ; 2126 S. Rustin, Sioux City Iowa 51106; Start Date 12/2023; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][AVTRMED Inc; pioneering digitized humans using AI to relieve the administrative burden in the Heath Care Field 305 Dakota Dunes Boulevard, Dakota Dunes SD 57049; Start Date 02/2024; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor]
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Dean Kruse JR'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®
CFP®
Start date: 1999
Experience
Current
April 11, 2000 - Present
EAGLE STRATEGIES LLC
Office #1: 330 Oak Tree Lane Suite B, Dakota Dunes, SD 57049RIA
CRD#: 110826
DAKOTA DUNES, SD
Current
March 30, 1990 - Present
NYLIFE SECURITIES LLC
Office #1: 330 Oak Tree Lane, Dakota Dunes, SD 57049BD
CRD#: 5167
Dakota Dunes, SD
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(2/24/2000)
RR
Arkansas(5/10/2016)
RR
California(5/13/2004)
RR
Colorado(3/22/2001)
RR
Delaware(10/5/2022)
RR
Florida(9/13/2016)
RR
Idaho(1/23/2017)
RR
Illinois(1/7/1997)
RR
Iowa(4/3/1990)
RR
Kansas(7/24/2013)
RR
Kentucky(8/23/2025)
RR
Louisiana(2/26/2025)
RR
Massachusetts(5/2/2025)
RR
Michigan(9/21/2023)
RR
Minnesota(6/9/1995)
RR
Missouri(6/13/2014)
RR
Nebraska(3/30/1990)
RR
Nevada(9/18/2024)
RR
Pennsylvania(2/20/2024)
RR
South Carolina(6/28/2018)
RR
South Dakota(6/12/1991)
IAR
South Dakota(10/18/2004)
RR
Tennessee(7/17/2006)
RR
Texas(6/28/2018)
IAR
Texas(7/3/2018)
RR
Utah(9/19/2023)
RR
Washington(10/25/2024)
RR
Wisconsin(8/22/2025)
Exams
State Security Law Exam
General Industry/Product 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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Dakota Dunes, SD 57049TRUST BUT VERIFY
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