Ismael Casillas cuellar
Investment adviser representative at Eagle Strategies LLC
14 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
14 years in the industry.
- Eagle Strategies LLCSep 2026 to now
- Nylife Securities LLCJun 2025 to now
- New York Life Insurance CompanyMay 2025 to now
- Osaic Wealth, Inc.Jan 2025 to May 2025
- Lincoln Financial AdvisorsAug 2023 to Jan 2025
- Northwestern Mutual Investment Services LLCFeb 2022 to Aug 2023
- Ivan CangasFeb 2021 to Aug 2023
- Northwestern Mutual Investment Services LLCJan 2020 to Jun 2021
- Northwestern Mutual Life Insurance CompanyAug 2017 to Feb 2021
- AbercrombieAug 2012 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 6815314
- Firm CRD
- 110826