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Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
Harvey, ND 58341
Eagle Strategies (NY Life)
Enterprise
Bradley Olschlager is a financial advisor with Eagle Strategies (NY Life) based in Harvey, ND. He holds Series 63 and Series 65 licenses and has 20 years of experience in the industry. He has been with Eagle Strategies since 2016 and has worked with New York Life and NYLIFE Securities since 2005. Outside of his advisory role, he serves as a board member for the Harvey Rural Fire Protection District. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual and institutional investors. The firm offers multiple advisory program types, emphasizing tailored recommendations and predominantly manages assets on a non-discretionary basis within the 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
Harvey, ND
546 East Brewster St, Ste 1
Harvey ND 58341
Advisors at this office
1
North Dakota
20 years of industry experience
Eagle Strategies (NY Life)
2016 - Present • 10 years
Harvey, ND
NYLIFE Securities
2005 - Present • 21 years
Fargo, NC
New York Life
2005 - Present • 21 years
Fargo, ND
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Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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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.
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