Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
16 years
Location
Fayetteville, AR 72703
Eagle Strategies (NY Life)
Enterprise
Adam Wheeler is a financial advisor with Eagle Strategies (NY Life) based in Fayetteville, AR, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. His career includes roles at Parity Financial Group, TSG Financial, Nylife Securities, and New York Life Insurance Company. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Fayetteville, AR
4285 N Shiloh Drive, Suite 301 M
Fayetteville AR 72703
Advisors at this office
1
Arkansas · Texas
16 years of industry experience
Parity Financial Group, LLC
2023 - Present • 3 years
Ft. Smith, AR
Eagle Strategies (NY Life)
2020 - Present • 6 years
Fort Smith, AR
TSG Financial, LLC
2013 - Present • 13 years
Fayetteville, AR
Nylife Securities LLC
2009 - Present • 17 years
Little Rock, AR
New York Life Insurance Company
2009 - Present • 17 years
Little Rock, AR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Farmington, AR
Hulsey Capital Management, Inc.
Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.
CFA®, Series 65
Rogers, AR
Krueger Asset Management, LLC
Johnathan Krueger is a CFA® charterholder and Series 65 licensed advisor at Krueger Asset Management, LLC with one year of industry experience. His prior roles include positions at Jag Capital Management, Cornerstone Business Services, and KPMG, as well as academic appointments at the University of Arkansas. Krueger Asset Management, LLC is a fee-only registered investment adviser providing wealth management services that combine discretionary investment management and financial planning. The firm focuses on a “Select Value” equity strategy complemented by asset allocation and uses both active and passive investment vehicles across equities and fixed income while also offering specialized consulting and educational seminars.
Series 63, Series 65
Lowell, AR
Tekton Wealth Advisors
Darren Vilardo Sr. is a financial advisor with Tekton Wealth Advisors in Lowell, Arkansas, holding Series 63 and 65 licenses and bringing 24 years of industry experience. His prior work includes roles at DaVinci Wealth, Retirement Wealth Advisors, Delta Investment Management, and Lifeworks Advisors. He is also involved with Tekton Wealth Insurance Services, LLC, where he operates as a licensed insurance agent providing life and long-term insurance solutions. Tekton Wealth Advisors is an independent registered investment adviser that offers financial planning, consulting, and portfolio management for individuals, trusts, and estates. The firm constructs client portfolios through selected independent managers or personalized asset mixes using various analytical approaches and provides both project-based and ongoing financial planning services.
Series 63, Series 66, Series 65
Fayetteville, AR
SignalUp Wealth, LLC
James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, holding Series 63, Series 65, and Series 66 licenses with 15 years of industry experience. His prior roles include positions at SignalPoint Asset Management and Ameriprise Financial Services. Outside of advising, he is a partner in Oooweee, LLC, a commercial real estate entity. SignalUp Wealth, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm offers portfolio management using fundamental, technical, and charting analysis and provides formal pension consulting and ERISA 3(21) fiduciary services.
Series 66
Fayetteville, AR
Holy City Prosperity, LLC
John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.
CFP®, Series 63
Fayetteville, AR
Spicer Capital
Stephen Spicer is a CFP® with 11 years of experience in the financial services industry. He is the founder of Spicer Capital, LLC and has previously worked at API Financial Advisors, LLC and Symmetry Financial Group. He serves as a trustee for a non-marital family trust established for his son. Spicer Capital, LLC is an independent registered investment adviser managing approximately $5.86 million for 28 clients, including individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides investment management, financial planning, insurance placement, and employer retirement plan services, utilizing a network of SEC-registered portfolio managers and offering educational resources to clients and the public.
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