BO
Bradley W. Olschlager
EAGLE STRATEGIES LLC
HARVEY, ND 58341
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CRD#: 5023163
BO
Professional summary
Bradley W Olschlager, who also goes by Bradley W Olschager, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Harvey, North Dakota and NYLIFE SECURITIES LLC located in Harvey, North Dakota.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Bradley has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bradley W Olschager
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; 1000 LINCOLN AVE, HARVEY ND 58391; START DATE 09/01/11; SALES PERSON; COMMISSIONS] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 10/2014; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Harvey Rural Fire Protection District; Rural fire department was disbanded as lack of personnel and now we have a board that manages the tax money and purchases fire equipment as well as overseas the hiring of the city fire department for the rural communities.; 408 3rd Street, martin, ND 58758; Start Date 05/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; represent local township]
CRS (Client Relationship Summary) - RIA
Click below to view Bradley W Olschlager'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
October 22, 2016 - Present
EAGLE STRATEGIES LLC
Office #1: 546 East Brewster St Ste 1, Harvey, ND 58341RIA
CRD#: 110826
HARVEY, ND
Current
March 1, 2006 - Present
NYLIFE SECURITIES LLC
Office #1: 546 East Brewster St Ste 1, Harvey, ND 58341BD
CRD#: 5167
Harvey, ND
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(6/25/2020)
RR
Colorado(1/4/2023)
RR
Idaho(3/27/2023)
RR
Kansas(3/6/2023)
RR
Minnesota(7/13/2010)
RR
Missouri(5/9/2022)
RR
Montana(6/21/2018)
RR
North Dakota(3/3/2006)
IAR
North Dakota(10/22/2016)
RR
Oklahoma(2/22/2022)
RR
Texas(3/2/2022)
RR
Utah(6/23/2025)
Exams
State Security Law Exam
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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Harvey, ND 58341TRUST BUT VERIFY
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