Conor Willeke
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Eagle Strategies LLCJan 2026 to now
- Willeke Financial Group, LLCAug 2025 to now
- Nylife Securities LLCMay 2025 to now
- New York Life InsuranceOct 2024 to now
- Nebraska Wesleyan UniversitySep 2024 to now
- ValentinosJun 2022 to Aug 2022
- Nebraska School of GymnasticsOct 2021 to Sep 2024
- Lincoln High SchoolAug 2020 to May 2024
- Prairie Hill Learning CenterMay 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7997165
- Firm CRD
- 110826