DM
Daniel Minchk
EAGLE STRATEGIES LLC
KLAMATH FALLS, OR 97603
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CRD#: 7470544
DM
Professional summary
Daniel Minchk is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Klamath Falls, Oregon and NYLIFE SECURITIES LLC located in Klamath Falls, Oregon.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Daniel has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
[United States Forest Service; AD Helicopter Manager. Provide additional management for aviation resources in times of high need due to wildfires. Duties include briefing the pilot, cost summaries and risk management.; 1000 South 9th Street Lakeview, OR 97630; Start Date 06/2022; Role/Title: Independent Contractor; Not Investment Related; 12 hours per month; 12 hours per month during securities trading hours; briefing the pilot, filing cost summaries and payment documentation for the helicopter I am managing] [Dan's Room Rental; I have an extra room in our primary residence that is rented to forest service employees. 14410 Falvey Rd Room Rental ; 14410 Falvey Rd, Merrill OR 97633; Start Date 09/2024; Role/Title: Owner; 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; 4509 S 6th St suite 308, Klamath Falls OR 97603; Start Date 07/2025; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 8 hours per month during securities trading hours; Brokering Insurance products for clients] [OPERATING UNDER THE DBA NAME OF Cornerstone 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; KLAMATH FALLS OR; START DATE: 07/2025]
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Minchk'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
August 14, 2024 - Present
EAGLE STRATEGIES LLC
Office #1: 4509 South 6th Street Ste 308, Klamath Falls, OR 97603RIA
CRD#: 110826
KLAMATH FALLS, OR
Current
February 16, 2022 - Present
NYLIFE SECURITIES LLC
Office #1: 4509 South 6th Street Suite 308, Klamath Falls, OR 97603BD
CRD#: 5167
Klamath Falls, OR
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
Alaska(1/26/2024)
RR
Arizona(10/21/2022)
RR
California(4/28/2022)
RR
Colorado(10/21/2022)
RR
Georgia(1/30/2025)
RR
Idaho(4/24/2024)
RR
Iowa(4/6/2023)
RR
Montana(4/20/2023)
RR
Nevada(4/27/2023)
RR
Oregon(3/3/2022)
IAR
Oregon(8/19/2024)
RR
Texas(1/10/2024)
IAR
Texas(8/14/2024)
RR
Utah(10/21/2022)
RR
Vermont(3/28/2022)
RR
Virginia(4/6/2023)
RR
Washington(4/27/2022)
RR
Wyoming(5/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/30/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 2/16/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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#: 110826Klamath Falls, OR 97603TRUST BUT VERIFY
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