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Vanessa Bucklin

CLU®
EAGLE STRATEGIES
CONRAD, MT
·CRD# 6162563·12 years experience

Professional Summary

Vanessa Bucklin, CLU®, who also goes by Vanessa Yeager Bucklin, Vanessa Yeager, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Conrad, Montana and NYLIFE SECURITIES LLC located in Conrad, Montana. Vanessa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Vanessa has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Vanessa Yeager Bucklin, Vanessa Yeager

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CLU®
Chartered Life Underwriter

Years of Experience

12 years in the financial services industry

Current & Past Employments

EAGLE STRATEGIES LLC·CRD# 110826
RIA
23 5th Ave Se, Conrad, MT 59425-2520
November 4, 2021 - Present
NYLIFE SECURITIES LLC·CRD# 5167
BD
23 5th Ave Se, Conrad, MT 59425-2520
December 19, 2013 - Present

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Current Firm

ES
EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - SEC (10/14/1988 Approved)

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

# of Employees

3,190

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/27/2026Cover PageReport
01/24/2025Cover PageReport
04/25/2024Cover PageReport
12/20/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

[PCI CONRAD, LLC D.B.A. PONDERA COUNTY INSURANCE; P&C AGENCY; START DATE 06/2013; INVESTMENT RELATED; 23 5TH AVE SE CONRAD, MT, 59425; OWNER] [I HOLDINGS, LLC; REAL ESTATE HOLDING COMPANY RECEIVING RENTAL INCOME.; 23 - 5TH AVE SE CONRAD, MT 59425; START DATE 03/2014; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 23 5th Ave SE Conrad, MT 59425; Start Date 02/2016; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [House of Delegates for the University of Montana; House of Delegates is an arm of the Alumni Association for the UofM. We volunteer in promoting the University and its Alumni membership.; 225 Brantly Hall Missoula, MT 59812; Start Date 10/2016; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [Tyler and Vanessa Bucklin; Farming; 503 S Maryland St Conrad, MT, 59425; Start Date 04/2018; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Penultimate Step - Author; I am writing autobiography. The book will cover my childhood, my role as a mother, entrepreneur, farmer and runner in rural Montana. It non-financial and never once says New York Life. I am in the editing phase of my project.; 503 S. Maryland Street Conrad, MT 59425; Start Date 10/2020; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [P&C sales; insurance broker; investment related; start date 2/2013] [Rental Porperty; Rental of personal vacation home. We personally own a condo on Whitefish Mountain which we rent out for income when we are not using it for personal use.; 3840 Big Mountain Road Sherpa 8 Whitefish, MT 59937; Start Date 01/2022; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; owner duties] [Pondera County Council on Aging; The Pondera County Council on Aging provides the Conrad Senior Surrey, which provides transportation around town and also serves a lunch meal to our senior community in the Senior Citizen Center and through Meals on Wheels program. ; 311 S. Virginia Steet Suite 3 Conrad, MT 59425; Start Date 02/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 3 hours per month during securities trading hours; monthly meetings] [OPERATING UNDER THE DBA NAME OF OLEWINE FINANCIAL GROUP, LLC D/B/A OLEWINE FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CONRAD MT; START DATE: 06/2026] [Independence Bank Advisory Committee; Independence Bank has a local branch in Conrad, MT which they have asked me to serve as an Advisory. This is not a Board Member position. We would meet quarterly for about an hour during lunch.; 309 N. Front Street Conrad, MT 59425; Start Date 08/2026; Role/Title: Advisory Committee Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Independence Bank Advisory Committee; Independence Bank has a local branch in Conrad, MT which they have asked me to serve as an Advisory. This is not a Board Member position. We would meet quarterly for about an hour during lunch.; 309 N. Front Street Conrad, MT 59425; Start Date 08/2026; Role/Title: Advisory Committee Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; I am not a Board member, but sit on the advisory board for our local community bank.]

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(1/28/2021)
RR
Colorado
(5/14/2026)
RR
Idaho
(9/8/2023)
RR
Montana
(1/31/2014)
IAR
Montana
(11/4/2021)
RR
Nevada
(7/15/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2014About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 2013About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Vanessa Bucklin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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