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
11 years
Location
Saratoga, WY
Eagle Strategies (NY Life)
Enterprise
Ashley Vondra is a financial advisor with Eagle Strategies (NY Life) based in Saratoga, Wyoming, holding Series 63 and Series 66 credentials and has 11 years of industry experience. She has been affiliated with New York Life Insurance Company and its related entities since 2015 and currently operates Momentum Capital Group, LLC. Vondra serves as a board member for the Olivia Caldwell Foundation, a nonprofit that raises funds for pediatric cancer research. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to a diverse clientele including individual investors, institutional sponsors, and corporate clients. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated structure involving insurance and annuity products.
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
Saratoga, WY
Saratoga WY
Advisors at this office
1
Texas · Wyoming
11 years of industry experience
Momentum Capital Group, Llc
2024 - Present • 2 years
Casper, WY
Eagle Strategies (NY Life)
2023 - Present • 3 years
Casper, WY
NYlife Securities LLC
2015 - Present • 11 years
Casper, WY
New York Life Insurance company
2015 - Present • 11 years
Casper, WY
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
Saratoga, WY
Edward Jones
Will Faust is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is a part owner of Emory River Land Company, a land management business in Knoxville, Tennessee, though he is not involved in its daily operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and products, operates under a fiduciary standard, and is noted for its extensive retail advisor and branch network.
Series 66
Saratoga, WY
Edward Jones
Randi Mc Cargar is a financial advisor with Edward Jones in Saratoga, Wyoming. She holds a Series 66 designation and has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 advisors.
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