VB
Vanessa Bucklin
EAGLE STRATEGIES LLC
CONRAD, MT 59425
Some features on this profile are disabled
CRD#: 6162563
VB
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 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Vanessa Yeager Bucklin | Vanessa Yeager
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.
[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] [NAIFA Montana; NAIFA is a non-profit professional association for the insurance industry.; 170 Nicholson Drive Kalispell, MT 59901; Start Date 01/2022; Role/Title: Trustee; Investment Related; 2 hours per month; 1 hours per month during securities trading hours;I will serve as a voting member and attend monthly board meetings] [OPERATING UNDER THE DBA NAME OF Dream Big Wealth Strategies, LLC 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: 07/2024]
CRS (Client Relationship Summary) - RIA
Click below to view Vanessa Bucklin'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
November 4, 2021 - Present
EAGLE STRATEGIES LLC
Office #1: 23 5th Ave Se, Conrad, MT 59425RIA
CRD#: 110826
CONRAD, MT
Current
December 19, 2013 - Present
NYLIFE SECURITIES LLC
Office #1: 23 5th Ave Se, Conrad, MT 59425-2520BD
CRD#: 5167
Conrad, MT
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(1/28/2021)
RR
Idaho(9/8/2023)
RR
Mississippi(2/21/2025)
RR
Montana(1/31/2014)
IAR
Montana(11/4/2021)
RR
Nevada(7/15/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/21/2021
General Securities Representative ExaminationGeneral 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Conrad, MT 59425TRUST BUT VERIFY
Monitor Vanessa Bucklin
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
