Vanessa Bucklin
Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Vanessa Bucklin? Claim your profile
Contact this firm
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
13 years in the industry.
- Olewine Financial Group, LLC d/b/a Olewine Financial GroupJun 2026 to now
- Eagle Strategies LLCNov 2021 to now
- Nylife Securities LLCNov 2013 to now
- Pci Conrad, LLC D.B.A. Pondera County InsuranceJun 2013 to now
- New York Life Insurance Co.Feb 2013 to now
- Dream Big Wealth Strategies, LLCJul 2024 to Jun 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 6162563
- Firm CRD
- 110826