BB
Bradley G. Brodersen
EAGLE STRATEGIES LLC
LINCOLN, NE 68508
Some features on this profile are disabled
CRD#: 2390395
BB
Professional summary
Bradley Gene Brodersen is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Lincoln, Nebraska and NYLIFE SECURITIES LLC located in Lincoln, Nebraska.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Bradley has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53 and Series 24 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 OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; AGENT/BROKER; START DATE: 3/2013; 5 HOURS EACH MONTH TOTAL-5 HOURS PER MONTH DEVOTED TO ACTIVITY DURING SECURITIES TRADING HOURS; INVESTMENT RELATED; 1221 N STREET STE 800 LINCOLN NE 68508] [Wyuka Historical Foundation Board; The Wyuka Historical Foundation is to educate the public on the unique history of Wyuka Cemetary and assist in public/fund raising events to support the cemetery and the foundations mission.; 3600 O St., Lincoln NE; Start Date 09/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Attend a monthly Wyuka Historical Foundation board meeting to discuss historical education and fundraising events.] [Network Titans, LLC DBA Professional Networking Group; A local networking group that pulls people from several different industries together to meet every other week for the purpose of helping each other grow their business by referring qualified prospects where appropriate.; 7710 S 34th St., Lincoln NE 68516; Start Date 05/2021; Role/Title: Owner; Not Investment Related; 7 hours per month; 4 hours per month during securities trading hours; send out annual billing notices, and provide each group with the necessary supplies] [Wyuka Cemetary; Provide funeral services and final place or rest.; 3600 O St., Lincoln NE 68510; Start Date 09/2025; Role/Title: Trustee; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Wyuka is the only State Owned Cemetary in the US. The Trustee Position is a Govenor Appointed position. Trustees are responsible for the cacilities and grounds of the cemetary. There is a 3 hour Trustee Meeting once a quarter.]
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Gene Brodersen'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®
NoneExperience
Current
May 20, 2013 - Present
EAGLE STRATEGIES LLC
Office #1: 1221 N Street, Lincoln, NE 68508Office #2: 18140 Burke Street Suite 201, Elkhorn, NE 68022RIA
CRD#: 110826
LINCOLN, NE
Current
March 21, 2013 - Present
NYLIFE SECURITIES LLC
Office #1: 1221 N Street Suite 800, Lincoln, NE 68508Office #2: 18140 Burke Street Suite 201, Elkhorn, NE 68022BD
CRD#: 5167
Lincoln, NE
Past
August 8, 2011 - November 1, 2012
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
LINCOLN, NE
Past
July 19, 2011 - November 1, 2012
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
LINCOLN, NE
Past
November 8, 2006 - August 1, 2011
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
February 12, 1999 - August 1, 2011
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
LINCOLN, NE
Past
September 8, 1995 - January 8, 1999
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
SAINT PAUL, MN
Past
October 6, 1993 - September 27, 1995
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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(1/5/2022)
RR
Florida(7/21/2022)
RR
Iowa(6/3/2014)
RR
Michigan(5/22/2025)
RR
Minnesota(2/22/2021)
RR
Nebraska(4/12/2013)
IAR
Nebraska(5/20/2013)
RR
New Mexico(3/22/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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.
