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Andrew Douglas Reimer

Advisor at Eagle Strategies (NY Life) — Guttenberg, IA

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Credentials

Series 63, Series 65

Experience

24 years

Location

Guttenberg, IA 52052

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,503

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Andrew Reimer is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has operated his own firm, Reimer Financial Group, LLC, since 2008. Outside of his advisory work, he is involved in several community organizations, serving on the boards of Clayton Ridge Dollars for Scholars, the Guttenberg Economic and Industrial Development Corporation, and the Foundation of Cornerstone Communities, among other activities. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized advice delivered through various program types and manages most assets on a non-discretionary basis within the New York Life affiliate structure.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$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)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

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

Location

See office

Guttenberg, IA

316 S 1st St

Guttenberg IA 52052

Advisors at this office

1

Most active in

Iowa · Texas

Work history

24 years of industry experience

Your Vision Financial Group

2025 - Present • 1 year

Guttenberg, IA

Eagle Strategies (NY Life)

2011 - Present • 15 years

Cedar Rapids, IA

Reimer Financial Group, LLC

2008 - Present • 18 years

Guttenberg, IA

Nylife Securities

2002 - Present • 24 years

Cedar Rapids, IA

New York Life

2002 - Present • 24 years

Cedar Rapids, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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