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Bradley A Scheideman

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

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Hampton, IA 50441

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,484

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Bradley Scheideman is a financial advisor with Eagle Strategies (NY Life) in Hampton, IA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked with Eagle Strategies since 2016 and operates his own firm, Scheideman Financial Strategies, since 2008. Outside of his advisory work, Scheideman serves as a church elder at Faith Baptist Church and is a board member of the Fellowship of Christian Athletes, reflecting involvement in community and faith-based activities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

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

Hampton, IA

808 4th Street NE, Suite #1

Hampton IA 50441

Advisors at this office

1

Most active in

Iowa

Work history

26 years of industry experience

Generation Strategies, LLC

2018 - 2022 • 4 years

Hampton, IA

Eagle Strategies (NY Life)

2016 - Present • 10 years

Hampton, IA

Hampton Dumont High School

2015 - 2024 • 9 years

Hampton, IA

Scheideman Financial Strategies

2008 - Present • 18 years

Hampton, IA

New York Life Insurance Company

2000 - Present • 26 years

West Des Moines, IA

Disclosures

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

Business activities & affiliations

user avatar

Belen K

ChFC®, Series 63

Hampton, IA

Prosperity Capital Advisors

Belen Krabbe is a financial advisor with Prosperity Capital Advisors who holds the ChFC® designation and Series 63 license, with 39 years of industry experience. She has worked at multiple firms including Mercap Securities, Regal Investment Advisors, and Regulus Advisors, and has operated Franklin Financial Services since 1991. Krabbe is a board member of the Kiwanis Club of Hampton, IA. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, high-net-worth investors, corporations, and retirement plans. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision, employing core and specialized models from providers such as BlackRock, Dimensional, and Vanguard.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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William R

CFP®, Series 63, Series 65

Geneva, IA

Cetera

William Raney is a CFP® professional at Cetera with 32 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services, LLC since 2013 and has served as a financial advisor at Grundy National Bank since 2006. Raney is also involved in selling fixed life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services, offering multiple program structures and access to various third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Soren H

Series 66

Hampton, IA

Edward Jones

Soren Heilskov is a financial advisor at Edward Jones in Hampton, Iowa, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is known for its extensive retail advisor and branch network, and it provides various discretionary and non-discretionary investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Philip H

ChFC®, Series 63

Hampton, IA

OSAIC

Philip Hauser is a financial advisor with OSAIC Wealth, Inc., holding the ChFC® credential and Series 63 license, and has 42 years of industry experience. He has held positions at Royal Alliance Associates, INC., Ameritas Investment Corp, and Central Financial Group, where he continues to serve. In addition to his advisory work, he is involved in general grain farming in Hampton, Iowa. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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