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 65
Experience Industry experience
29 years
Location
Fairfield, IA 52556
Eagle Strategies (NY Life)
Enterprise
Chad Huff is a financial advisor with Eagle Strategies (New York Life) based in Fairfield, Iowa, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked with Eagle Strategies since 2005 and operates Huff Financial Group, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services with a focus on tailored solutions and predominantly non-discretionary asset management.
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
Fairfield, IA
406 W. Burlington
Fairfield IA 52556
Advisors at this office
2
Iowa
29 years of industry experience
Huff Financial Group
2006 - Present • 20 years
Fairfield, IA
Eagle Strategies (NY Life)
2005 - Present • 21 years
Cedar Rapids, IA
Nylife Securities Inc.
1996 - Present • 30 years
Cedar Rapids, IA
New York Life Ins Co
1996 - Present • 30 years
Cedar Rapids, IA
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 65
Fairfield, IA
Ellevity Capital, LLC
Julia Punj is a financial advisor at Ellevity Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Ellevity Capital since 2016. Outside of her advisory role, she owns and manages Veraison Wine Bar in Fairfield, Iowa. Ellevity Capital provides discretionary investment management primarily to individuals, including high-net-worth and qualified clients, and to pooled investment vehicles. The firm focuses on actively managed, income-oriented strategies that integrate preferred and high-yield equity securities with options trading, employing both fundamental and technical analysis in portfolio construction.
Series 66
Fairfield, IA
Bridgeport Financial Solutions
Avangeline Subsin is a financial advisor at Bridgeport Financial Solutions with nine years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors and Thimbleberry Financial. She serves as a board member of Whatsoever You Do, Inc., a nonprofit organization based in Ottumwa, Iowa. Bridgeport Financial Solutions serves individual clients, including high-net-worth households, and institutional clients such as retirement plans. The firm provides investment management, financial planning, retirement-plan advisory, and tax preparation services through its subsidiary, offering both discretionary management and access to third-party and affiliated strategists.
Series 66
Fairfield, IA
Bridgeport Financial Solutions
Luke Perry is a Series 66-licensed financial advisor with 15 years of industry experience. He is affiliated with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisor, Inc., CRI Securities, LLC, and Securian Financial Services, Inc. Perry has also worked with nonprofit and church organizations earlier in his career. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm utilizes model portfolios overseen by an Investment Committee and provides discretionary management through wrap programs and advisor-managed portfolios, with access to both affiliated and third-party strategies.
Series 66
Fairfield, IA
Bridgeport Financial Solutions
Justin Zeimet is a financial advisor at Bridgeport Financial Solutions with six years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Zeimet also provides tax services as a coach on a limited basis. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm manages model portfolios through an Investment Committee and delivers discretionary management via wrap programs and advisor-managed portfolios, combining affiliated and third-party strategies.
Series 66
Fairfield, IA
Vanderbilt Advisory Services
Annalisa Clifford Gold is a Series 66-registered advisor at Vanderbilt Advisory Services with 5 years of industry experience. She has worked with Vanderbilt Securities, LLC since 2017 and with IPAM Inc dba Centered Wealth since 2016. Outside of her advisory role, she serves as a committee member of Iowa WINS and is an active member of Rotary Club International. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes strategic asset allocation and a combination of fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.
Series 65
Fairfield, IA
Vanderbilt Advisory Services
Theodore Hirsch is a Series 65-licensed financial advisor with six years of industry experience, currently with Vanderbilt Advisory Services since 2020. He has also operated Hirsch Associates Inc. since 2012. Outside of his primary roles, Hirsch serves as an investment researcher and consultant for several firms and holds a board position overseeing investment strategy for a charitable foundation. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.
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