David W. Trusler

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CRD#: 5077079

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Wayne Trusler, who also goes by David Wayne Trusler, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2006. David had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

David Wayne Trusler

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 products; Insurance Agent; Start Date: 06/2022; Non-investment Related; 10 hours per month, 10 hours during securities trading hours; insurance related] [Million Dollar Round Table; MDRT Grants Committee decides which charitable organization will receive grants through an application process.; 325 West Touhy Road, Park Ridge, IL. 60068; Start Date 10/2022; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; evaluate the grant applications and score them]

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 28, 2022 - April 21, 2023

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

TULSA, OK

Past

August 18, 2022 - April 21, 2023

NYLIFE SECURITIES LLC

CRD#: 5167

TULSA, OK

Past

February 28, 2020 - January 4, 2022

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

Catoosa, OK

Past

February 28, 2020 - August 3, 2022

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

Tulsa, OK

Past

January 6, 2020 - February 21, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

TULSA, OK

Past

May 10, 2019 - November 26, 2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OKLAHOMA CITY, OK

Past

May 7, 2019 - November 26, 2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

OKLAHOMA CITY, OK

Past

March 5, 2015 - October 26, 2018

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

MUSKOGEE, OK

Past

March 5, 2015 - October 26, 2018

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

MUSKOGEE, OK

Past

May 30, 2014 - March 2, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

DANVILLE, IL

Past

May 30, 2014 - March 2, 2015

LPL FINANCIAL LLC

CRD#: 6413

DANVILLE, IL

Past

November 12, 2013 - February 27, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

DANVILLE, IL

Past

May 31, 2013 - February 27, 2014

LPL FINANCIAL LLC

CRD#: 6413

DANVILLE, IL

Past

August 29, 2012 - June 3, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

CHAMPAIGN, IL

Past

December 7, 2009 - September 21, 2010

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

CHAMPAIGN, IL

Past

July 16, 2009 - December 11, 2009

NEW ENGLAND SECURITIES

CRD#: 615

ST. LOUIS, MO

Past

February 25, 2009 - April 9, 2009

PRUCO SECURITIES, LLC.

CRD#: 5685

CHAMPAIGN, IL

Past

October 23, 2007 - February 9, 2009

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

SPRINGFIELD, IL

Past

May 26, 2006 - March 29, 2007

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

CHARLESTON, IL

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/7/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/8/2006

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: 9/5/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/25/2006

Investment Company Products/Variable Contracts Representative Examination

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)

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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)

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.

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Firm Stability Insights

David W. Trusler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NYLIFE SECURITIES LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

NEW ENGLAND SECURITIES

PRUCO SECURITIES, LLC.

COUNTRY CAPITAL MANAGEMENT COMPANY

COUNTRY CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2013

Series 63

Date: 3/8/2006

SIE

Date: 10/1/2018

Series 7

Date: 9/5/2013

Series 6

Date: 5/25/2006

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

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