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JM

Joshua Manske

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CRD#: 7223189
JM

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.

Joshua Manske, who also goes by Joshua Howard Manske, was a registered financial professional .

Joshua is a previously registered financial professional and started their career in finance in 2020. Joshua had worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joshua Howard Manske

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.
[Farm Management; I do book keeping and management of the farms including grain marketing and planting decisions; 309 Robinson Drive Algona, IA 50511; Start Date: 7/2020; Role/Title: Employee; Not investment related; 10 hours per month; 5 hours per month during securities trading hours; Book keeping and managing of farms.] [Property & Casualty Brokering; I sell P&C and Crop Insurance; 2020 East State Street Algona Iowa 50511; Start Date: 12/2018; Role/Title: Insurance Broker; Investment related; 5 hours per month; 5 hours per month during securities trading hours; Selling P&C Insurance and Crop Insurance] [Algona First United Methodist Church; Board Member of church finance committee. We deal with church finances; 201 Nebraska Street, Algona IA, 50511; Start Date: 1/2020; Role/Title: Board Member; Not investment related; 1 hour per month; 1 hour per month during securities trading hours; Board member] [Iowa Farmers Union; Advocate for Family Farmers; PO Box 1883, Ames, IA 50010; Start Date: 1/2019; Role/Title: Board Member; Not investment related; 4 hours per month; 0 hours per month during securities trading hours; Voting board member of the Iowa Farmers Union.] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2020 East Oak Street Algona, IA 5051; Start Date: 1/2019; Role/Title: Insurance Broker; Investment related; 8 hours per month; 8 hours per month during securities trading hours; Selling Insurance] [National Farmers Union; National Farmers Union advocates for family farmers and ranchers.; 20 F Street NW, Suite 300 Washington, DC 20001; Start Date 09/2021; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours;Next Generation Advisory Representative]

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

December 16, 2021 - April 27, 2022

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
ALGONA, IA
Past

May 24, 2021 - April 27, 2022

NYLIFE SECURITIES LLC

BD
CRD#: 5167
ALGONA, IA
Past

January 29, 2020 - April 19, 2021

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Algona, 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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/2/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/23/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/24/2021
General Securities Representative Examination
General Industry/Product Exam

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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (11/11/2025)

Regulatory assets under management


Total Number of Accounts111,361
AUM (Assets Under Management)$ 25,395,380,570

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/24/2025
Cover Page
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#: 110826

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