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Brenda Maxine Brink

Advisor at Eagle Strategies (NY Life) — Yakima, WA Triple Crown Way

Updated today

Credentials

ChFC®, Series 63

Experience

37 years

Location

Yakima, WA 98908

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

Brenda Brink is a financial advisor with Eagle Strategies (NY Life) in Yakima, WA, holding the ChFC® designation and a Series 63 license. She has 37 years of industry experience, having worked with Eagle Strategies since 2022 and with New York Life and Nylife Securities since 1988. Brink serves as Vice President and board member of the Yakima Estate Planning Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, and plan sponsors. The firm offers a range of program types tailored to client objectives and specializes in non-discretionary asset management within an integrated 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

Yakima, WA Triple Crown Way

925 Triple Crown Way

Yakima WA 98908

Advisors at this office

2

Most active in

Texas · Washington

Work history

37 years of industry experience

Eagle Strategies (NY Life)

2022 - Present • 4 years

Yakima, WA

Nylife Securities Inc.

1988 - Present • 38 years

Yakima, WA

New York Life Ins Co

1988 - Present • 38 years

Yakima, WA

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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Steven P

Series 63, Series 65

Yakima, WA

Alegria Asset Management

Steven Pilger is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with BBM Financial Services, Inc. since 1987 and OSAIC since 1989. He serves on the board of directors for Comprehensive Healthcare in Yakima, WA, and also acts as an independent insurance agent specializing in life, accident, and health insurance. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a technology-driven investment process combining risk assessment, asset allocation, and portfolio optimization.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Matthew D

CFA®, Series 65

Yakima, WA

Tieton Capital Management

Matthew Dhane is a CFA® charterholder with 22 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. The firm manages individual and institutional clients using a fundamentals-based, bottom-up approach focused on small-cap value equities. Tieton Capital Management provides discretionary portfolio management primarily through a concentrated Small Cap Value strategy and serves a diverse client base including high-net-worth households, foundations, endowments, trusts, pension plans, and select government entities.

Active portfolio management Concentrated stock management
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Kevin G

CFP®, Series 66

Yakima, WA

Alegria Asset Management

Kevin Good is a Certified Financial Planner® with 10 years of industry experience, currently serving as a principal at Alegria Asset Management. He has been with OSAIC since 2015 and also works as a substitute instructor in the Business Technology and Accounting program at Perry Technical Institute. Additionally, he serves as a board member at the Yakima Country Club, where he advises on the Green's Committee. Alegria Asset Management provides investment management, financial planning, retirement plan consulting, and insurance products to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $37.6 million across about 44 client relationships and integrates RIA advisory services with broker-dealer registration and insurance agency activities.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

William D

CFA®, Series 65

Yakima, WA

Tieton Capital Management

William Dezellem is a CFA® charterholder with 28 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. Tieton Capital Management provides discretionary portfolio management to individual and institutional clients, including high-net-worth households, foundations, endowments, trusts, and pension plans. The firm specializes in a Small Cap Value equity strategy using a fundamentals-based, bottom-up process and also manages style-allocated portfolios with no-load mutual funds and ETFs for select clients.

Active portfolio management Concentrated stock management
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Craig M

Series 63, Series 65

Yakima, WA

Alegria Asset Management

Craig Mendenhall is a financial advisor with Alegria Asset Management in Yakima, WA, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with BBM Financial Services, Inc. and Alegria Asset Management since 1975 and has prior experience with New England Mutual Life Insurance dating back to 1976. Outside of advisory services, he owns and operates BBM Financial Services, which provides third-party administrator services for ERISA retirement plans. Alegria Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by offering investment management, financial planning, retirement plan consulting, and insurance/annuity products. The firm uses the Vision2020 Wealth Management Platform and manages portfolios primarily on a non-discretionary basis, combining RIA advisory services with broker-dealer and insurance agency activities.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Bennett W

Series 65

Yakima, WA

Surience Private Wealth LLC

Bennett Wood is a financial advisor at Surience Private Wealth LLC with a Series 65 designation and experience beginning in 2024. Prior to his current role, he held positions at Suncadia, Central Washington University, SS Steiner, Fred Meyer, and West Valley School District. Surience Private Wealth LLC provides investment management, financial planning, and retirement-plan consulting to individuals—including high net worth clients—and institutional entities. The firm uses proprietary econo-physics based mathematical models combined with qualitative analysis to manage portfolios primarily composed of equities, fixed-income securities, and ETFs within a risk-managed, trend-focused approach.

Concentrated stock management Divorce financial planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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