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Braden Draggoo

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Coeur D Alene, ID

Credentials

Series 63, Series 66

Industry experience

15 years

About

Braden Draggoo is a financial advisor with Eagle Strategies (NY Life) based in Coeur D'Alene, Idaho, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. His career includes roles at several firms, such as Crystal Clear Financial Group, LLC, and Draggoo Financial Group. Outside of his advisory work, he is a published author of an autobiography and engages in public speaking on mindset and health/wellness lifestyle education. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 investment adviser representatives. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

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 income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

Coeur D Alene, ID

Most active in

Idaho · Texas · Washington

Work history

The Financial Wealth and Wellness Center LLC

2025 - Present (1 year)

D&G Risk Management LLC

2023 - Present (3 years)

Crystal Clear Financial Group, LLC

2021 - Present (5 years)

Eagle Strategies (NY Life)

2019 - Present (7 years)

Draggoo Financial Group

2018 - Present (8 years)

Elite Hoop Effects

2018 - 2020 (2 years)

Wenatchee Valley College

2015 - 2017 (2 years)

Draggoo Financial

2012 - 2018 (6 years)

NYLIFE SecurIties LLC

2008 - Present (18 years)

New York Life Insurance Company

2007 - Present (19 years)

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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Benjamin M

Series 63, Series 66

Coeur D'alene, ID

Momentum Wealth Strategies

Benjamin Miller is a financial advisor with LPL Financial in Coeur D Alene, ID, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has worked at LPL Financial since 2015 and founded Momentum Wealth Strategies in 2025, where he provides investment advisory services independently. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports a wide range of investment solutions, combining in-house research, third-party managers, and customizable advisory arrangements delivered through a large network of investment adviser representatives.

Retirement income strategy Social Security optimization Business succession planning Long-term care insurance Founder/Business Owner Retired
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Steven C

Series 63, Series 65

Coeur D'alene, ID

Salmon Bay Wealth Management, LLC

Steven Cole is a financial advisor with Salmon Bay Wealth Management, LLC in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors LLC since 2008. Salmon Bay Wealth Management is a single-advisor independent firm providing financial planning, consulting, and discretionary asset management for a small number of clients, including emerging high-net-worth individuals, young professionals, business owners, and retirees. The firm employs fundamental and macro analysis to manage diversified portfolios using various instruments and strategies, offering a boutique service model with quarterly account reviews.

College savings (529s, UTMA, etc.) Debt management Options & derivatives strategies Retired Young Professionals
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Evan M

Series 65

Coeur D'alene, ID

McLachlan Investment Services LLC

Evan Mclachlan is a Series 65-licensed financial advisor with 15 years of industry experience. He operates McLachlan Investment Services LLC, an independent firm based in Coeur D'Alene, ID, where he has provided investment advisory services since 2010. McLachlan Investment Services LLC offers discretionary investment supervisory services and financial planning to individuals, businesses, trusts, pension plans, and non-profit organizations. The firm follows a long-term, disciplined investment approach with broad diversification and serves both retail and institutional clients, including pension and profit-sharing plans.

Passive / index investing
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Michael T

Series 63, Series 65

Hayden, ID

Aspen Grove Investment Management, LLC

Michael Thompson is the managing member of Aspen Grove Investment Management, LLC, an independent registered investment adviser based in Hayden, Idaho. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Thompson has led Aspen Grove since its founding in 2009. Aspen Grove Investment Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm offers custom portfolio management using fundamental, technical, and charting analysis, tailoring allocations to client-specific objectives and risk tolerances.

Active portfolio management
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Ronald C

Series 65

Couer D'alene, ID

Crone Wealth Management, PLLC

Ronald Crone is a financial advisor at Crone Wealth Management, PLLC in Scottsdale, AZ, with 20 years of industry experience. He holds a Series 65 designation and has worked in various capacities within his own firms since 1990. Crone Wealth Management provides fee-based investment advisory services primarily to high-net-worth individuals and retirement plans, including defined benefit and participant-directed defined contribution plans. The firm employs a model-based investment strategy using SEI mutual fund asset allocation models and offers pension consulting services supported by Mr. Crone’s background as a licensed CPA.

Wealth management
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Nathan H

Series 66

Hayden, ID

Pilot Wealth Strategies

Nathan Hughes is a financial advisor at Pilot Wealth Strategies with a Series 66 designation and three years of industry experience. Prior to joining Pilot Wealth Strategies, he worked at Raymond James & Associates. Outside of his advisory role, he co-owns a franchise business involved with a nitrogen ice cream concept through H&G Properties LLC. Pilot Wealth Strategies provides discretionary and non-discretionary investment management, retirement plan advisory services, and consulting to retirement plan sponsors, families, trusts, and foundations. The firm employs a diversified strategic asset allocation approach with tactical shifts and utilizes multiple analysis methods while serving as an ERISA fiduciary when applicable.

Private / alternative investments Real estate investing Wealth management
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