Curtis J. Christensen

EAGLE STRATEGIES LLC

OMAHA, NE 68154

Some features on this profile are disabled

CRD#: 2217508

Professional summary

Curtis Jay Christensen, who also goes by Curt Christensen, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Omaha, Nebraska and NYLIFE SECURITIES LLC located in Elkhorn, Nebraska.

Curtis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Curtis has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Curt Christensen

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.

[Elkhorn Run; Light Hauling, Pet Transportation; 19521 Cottonwood Circle, Elkhorn, NE 68022; Start Date 11/2021; Role/Title: Owner; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours; OWNER-DRIVER][Battle at Fifth, LLC; My three siblings and I inherited a residence which we will maintain for our younger sister's occupancy. Our parents did not charge rent and we do not anticipate any rental income. ; 19521 Cottonwood Circle, Elkhorn, NE 68022; Start Date 09/2025; Role/Title: Member; Investment Related; 3 hours per month; 0 hours per month during securities trading hours; property upkeep]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Jay Christensen's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 22, 2016 - Present

EAGLE STRATEGIES LLC

Office #1: 13815 Fnb Parkway Suite 100, Omaha, NE 68154

RIA

CRD#: 110826

OMAHA, NE

Current

May 25, 2007 - Present

NYLIFE SECURITIES LLC

Office #1: 18140 Burke Street Suite 201, Elkhorn, NE 68022

CRD#: 5167

Elkhorn, NE

Past

October 14, 2005 - May 11, 2007

PRINCIPAL SECURITIES, INC.

CRD#: 1137

OMAHA, NE

Past

December 15, 2000 - September 28, 2005

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

KANSAS CITY, MO

Past

March 21, 1996 - December 21, 2000

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CINCINNATI, OH

Past

March 2, 1992 - October 30, 1995

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

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".

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.

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

Iowa
(4/17/2013)

Nebraska
(5/25/2007)

IAR

Nebraska
(11/22/2016)

Texas
(9/8/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/10/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/5/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/28/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/28/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 10/30/2008

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

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

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (11/11/2025)

EAGLE STRATEGIES DISCLOSURE BROCHURE (10/23/2025)

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	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Byron Smith

OSAIC WEALTH, INC.

IAR

OMAHA, NE

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Curtis J. Christensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Jay Christensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

PRINCIPAL SECURITIES, INC.

UMB FINANCIAL SERVICES, INC.

CINCINNATI ANALYSTS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/1998

Series 63

Date: 3/5/1992

SIE

Date: 10/1/2018

Series 7

Date: 3/28/2006

Series 6

Date: 2/28/1992

Series 26

Date: 10/30/2008

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

Similar Advisors