John Streicher Wolff
Investment adviser representative at Eagle Strategies LLC
29 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Lens Financial & Insurance SolutionsAug 2020 to now
- Eagle Strategies LLCOct 2000 to now
- Nylife Securities Inc.Sep 1997 to now
- New York Life Insurance CompanyAug 1997 to now
- J. Lens Financial & Insurance ServicesAug 2013 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2953159
- Firm CRD
- 110826