MN
Michael R. Noland
EAGLE STRATEGIES LLC
TULSA, OK 74119-5419
Some features on this profile are disabled
CRD#: 860515
MN
Professional summary
Michael Rush Noland is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Tulsa, Oklahoma and NYLIFE SECURITIES LLC located in Tulsa, Oklahoma.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO, Series 22TO, SIE and Series 1 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.
[OPERATING UNDER THE DBA NAME OF INTEGRATED FINANCIAL RESOURCES INC. DBA INTEGRATED FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 25TH FLOOR 15 W 6TH ST TULSA OK 74119; START DATE: 02/2002] [INSURANCE BROKERING; APPOINTED WITH CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [INTEGRATED BENEFIT SYSTEMS, INC.; DORMANT EMPLOYEES BENEFITS COMPANY PREVIOUSLY USED FOR THE SALE OF EMPLOYER PROVIDED GROUP INSURANCE BENEFITS; 15 WEST SIXTH STREET TULSA, OK 74119; START DATE 01/1985; ROLE/TITLE: OWNER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Tulsa Estate Planning Forum; A professional organization whose membership is comprised of attorneys, CPA's, Trust Officers and CLU, ChFC and CFP's; Member of the Board and Current President; July 1, 2017 to June 30, 2018 and be immediate Past President and Member of the Board the following fiscal year July 1, 2018 to June 30, 2019; Start Date 07/2017; Role/Title: President; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours] [MICHAEL R. NOLAND CLU, INC.;ENTITY FOR BROKERED COMMISSIONS, PAYROLL AND OPERATING EXPENSES; VENDOR PAYMENTS-NON DBA; START DATE 9/2002; INVESTEMENT RELATED; OWNER; 25TH FLOOR 15 W 6TH STREET TULSA OK 74119] [Notary Public; Notary Public; 15 W 6th Street, Ste 2500 Tulsa, OK 74119; Start Date 02/2008; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [National Association Of Estate Planners & Councils (NAEPC); NAEPC focuses on establishing and monitoring the highest professional and educational standards for the 4 Professional disciplines as follows: Attorneys, CPAs, Trust Officers & Financial Service Proffessionals. (CLU, ChFC, CFP); 1120 Chester Avenue, Suite 470 Cleveland, OH 44114; Start Date 11/2016; Role/Title: committee Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Multi-Disciplinary Team Committee - monthly conference calls to discuss ways to improve collaboration between the 4 Professional disciplines listed above. 2. Webinar Committee - bi-monthly conference call to identify future presenters for webinars hosted by NAEPC.]
CRS (Client Relationship Summary) - RIA
Click below to view Michael Rush Noland'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
March 3, 1998 - Present
EAGLE STRATEGIES LLC
Office #1: 15 W 6th Street 25th Floor, Tulsa, OK 74119-5419RIA
CRD#: 110826
TULSA, OK
Current
April 26, 1985 - Present
NYLIFE SECURITIES LLC
Office #1: 15 W 6th Street 25th Floor, Tulsa, OK 74119-5419BD
CRD#: 5167
Tulsa, OK
Past
February 9, 1982 - August 23, 1985
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BD
CRD#: 5774
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(10/17/2023)
RR
Arkansas(10/12/2009)
RR
California(5/17/2006)
RR
Colorado(5/2/1994)
RR
Delaware(5/5/2021)
RR
Florida(8/15/2012)
RR
Idaho(7/26/2010)
RR
Illinois(5/9/2022)
RR
Iowa(5/1/2025)
RR
Kansas(6/10/2019)
RR
Massachusetts(4/25/2018)
RR
Michigan(10/31/2019)
RR
Minnesota(9/17/2019)
RR
Missouri(1/9/2006)
RR
Nevada(2/11/2011)
RR
New Jersey(4/9/2024)
RR
North Carolina(1/26/2023)
RR
Ohio(9/22/1997)
RR
Oklahoma(4/29/1985)
IAR
Oklahoma(3/3/1998)
RR
Oregon(1/9/2014)
RR
South Carolina(2/5/2013)
RR
Texas(3/29/2001)
IAR
Texas(6/22/2017)
RR
Utah(1/12/2012)
RR
Virginia(7/23/2020)
RR
Wyoming(7/31/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/8/1978
Registered Representative ExaminationSRO 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
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#: 110826Tulsa, OK 74119-5419TRUST BUT VERIFY
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