MW
Mark A. Wiskus
EAGLE STRATEGIES LLC
PELLA, IA 50219
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CRD#: 4121608
MW
Professional summary
Mark Alan Wiskus, CLU® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Pella, Iowa and NYLIFE SECURITIES LLC located in Pella, Iowa.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Mark has worked at 2 firms and has passed the Series 65, Series 63, SIE 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 outside carriers for the purpose of brokering non-registered insurance products AND THROUGH GA Rohrer & Associates; 821 Franklin Street, Pella, IA 50219; Start Date 01/2000; Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [DBA WISKUS GROUP; INVESTMENT-RELATED; 821 FRANKLIN STREET PELLA, IA 50219; SOLE PROPRIETORSHIP; 11/2009; INSURANCE BROKERING; OWNER; COMMISSIONS; 10 HOURS WEEK; 2 HOURS/MONTH] [Farm Owner; Farm ground rental; Willey Farm, Pleasant Val.-Carroll Com. Sec 16, Twp 83- Carroll County, IA; Start Date 10/2010; Owner; Not Investment Related; no time on activity] [Wiskus Bros. LLC; Farm ground rental partnership; 821 Franklin Street, Pella, IA 50219; Start Date 10/2009; Role/Title: Owner; Investment Related; 0 hours per month; no time on activity] [Wiskus Properties LLC; Rental property; 821 Franklin St., Pella, IA 50219; Start Date 07/2016; Partner; Investment Related; 2 hours per month; 2 during securities trading hours; properties held are 1123 NE 8th Ln, Ankeny, IA 50021 and 1216 Broadway, Pella, IA 50219 and 6855 Woodland Avenue Unit #1001, West Des Moines, Iowa 50266] [Pella Opera House; 11 Franklin Street, Pella, IA 50219; Start Date 09/2017; Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [KIWANIS CLUB; BOARD MEMBER; NON-INVESTMENT RELATED; START DATE 6/2005] [Garden Chapel Endowment Committee; Distributing grants for non-profit organizations.; PO Box 112, Pella, Iowa 50219; Start Date 01/2018; Role/Title: Member; Not Investment Related; 1 hours per month] [Unity Point Health Des Moines Foundation; 1200 Pleasant St., Des Moines, IA 50309; Start Date 01/2018; Role/Title: Board Member; Not Investment Related; 1 hours per month; Secretary] [NYLARC Holding Company, Inc; 51 Madison Avenue, New York, NY 10010; Start Date 08/2014; Role/Title: Officer & Director-passive investor; Investment Related [Main St, Ste. 201, Pella, IA 50219; Start Date 01/2019; Role/Title: Officer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; President-Assist with fundraising, designing and implementing the playground] [Keep Iowa Beautiful; statewide nonprofit that works to enhance the attraction of Iowa.; 2910 Westown Parkway Ste 302; West Des Moines, IA; Start Date 09/2021; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Structurely, LLC; Start Date 06/2022; Passive Investor; Not Investment Related; no time on activity] [Edera Energy Resources I, LLC; oil & gas drilling; 2202 Timberloch Pl., The Woodlands, TX 77380; Start Date 10/2022; Role/Title: Investor; Not Investment Related; no time on activity] [Wiskus Legacy Farm LLC; land ownership entity; 821 Franklin St., Pella, IA 50219; Start Date 03/2023; Role/Title: Partner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Pella Community Foundation; preserve the heritage and enhance the quality of life for the people of Pella; P. O. Box 112, Pella, IA 50219; Start Date 09/2017; Role/Title: Officer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; president][Grimes Office - Rental Property; 213 SE Main St, Grimes, IA 50111; Start Date 06/2025; Role/Title: Owner; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; collect rent]
CRS (Client Relationship Summary) - RIA
Click below to view Mark Alan Wiskus'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
August 28, 2007 - Present
EAGLE STRATEGIES LLC
Office #1: 821 Franklin Street, Pella, IA 50219RIA
CRD#: 110826
PELLA, IA
Current
February 10, 2000 - Present
NYLIFE SECURITIES LLC
Office #1: 821 Franklin Street, Pella, IA 50219BD
CRD#: 5167
Pella, IA
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(10/2/2014)
RR
Arkansas(10/20/2015)
RR
California(10/19/2015)
RR
Colorado(10/8/2015)
RR
Florida(1/30/2018)
RR
Georgia(6/6/2023)
RR
Illinois(10/13/2015)
RR
Indiana(9/15/2021)
RR
Iowa(2/17/2000)
IAR
Iowa(8/28/2007)
RR
Kansas(5/14/2018)
RR
Maryland(8/1/2024)
RR
Massachusetts(1/22/2021)
RR
Michigan(9/14/2023)
RR
Minnesota(4/12/2016)
RR
Missouri(6/21/2010)
RR
Nebraska(10/22/2004)
RR
Nevada(4/10/2018)
RR
New Mexico(10/29/2025)
RR
New York(11/21/2017)
RR
Ohio(5/12/2022)
RR
Oregon(8/30/2024)
RR
Texas(9/18/2017)
IAR
Texas(10/5/2017)
RR
Virginia(8/23/2021)
RR
Wisconsin(1/9/2015)
Exams
State Security Law Exam
State Security Law 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#: 110826Pella, IA 50219TRUST BUT VERIFY
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