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Theodore Francis Bonarski

Investment adviser representative at Eagle Strategies LLC
22 yearsExperience
1 stateRegistered 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

22 years in the industry.

  1. West Michigan Home Care LLCJun 2025 to now
  2. Cafe Boba LLCMay 2020 to now
  3. Eagle Strategies LLCDec 2008 to now
  4. Dedalus Financial Strategies, P.CApr 2008 to now
  5. Nylife Securities, Inc.May 2005 to now
  6. New York Life Insurance CompanyOct 2004 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
4865284
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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