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
39 years
Location
Frontenac, MN 55026
Eagle Strategies (NY Life)
Enterprise
Charlene Rigelman is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. She has 39 years of industry experience, including long-term roles with Nylife Securities Inc. and New York Life Insurance Company since 1986. Outside of her advisory work, she volunteers as the secretary for Christ Episcopal Church in Frontenac, MN. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an 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
Frontenac, MN
28896 Leroy Ave
Frontenac MN 55026
Advisors at this office
1
Minnesota
39 years of industry experience
Eagle Strategies (NY Life)
2013 - Present • 13 years
Edina, MN
Nylife Securities Inc.
1986 - Present • 40 years
Bloomington, MN
New York Life Ins. Co.
1986 - Present • 40 years
St. Paul, MN
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.
CFP®, Series 63, Series 66
Red Wing, MN
Bluprint Financial, LLC
Jesse Eiynck is a CFP® professional with 25 years of industry experience, currently operating as the sole advisor at Bluprint Financial, LLC in Red Wing, MN. His prior experience includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of his advisory work, he is a limited partner in a technology company and maintains a separate insurance sales practice. Bluprint Financial provides comprehensive wealth management services to individual investors and qualified retirement plan sponsors, including discretionary investment management, financial planning, insurance advice, and estate and education planning. The firm offers tailored advice based on client goals and risk tolerance, coordinates with other professionals, and provides specialized fiduciary services and educational seminars.
Series 63, Series 65
Red Wing, MN
JSE Wealth Management LLC
John Erickson is a financial advisor with JSE Wealth Management LLC in Wayzata, MN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Aegis Investment Management, LLC and managed self-directed family investments. Outside of advisory work, he serves as trustee for two family trusts and is licensed to offer insurance products. JSE Wealth Management provides discretionary investment management and integrated financial planning primarily to individual and business clients. The firm focuses on active allocation across exchange-traded funds, equities, and fixed income instruments, managing approximately $3.0 million with ongoing portfolio monitoring and rebalancing based on written investment policy statements.
Series 63, Series 65, Series 66
Red Wing, MN
Aegis Investment Management, LLC
Nathan Ostertag is a financial advisor at Aegis Investment Management, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Ameriprise Financial Services and TIAA-CREF. Ostertag is also a licensed insurance agent. Aegis Investment Management provides investment management, consulting, and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm employs a range of investment strategies including fundamental and economic analysis, managing portfolios across various asset classes on a discretionary basis.
Series 65
Red Wing, MN
Excel Financial, LLC
John Loquai is a financial advisor at Excel Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Excel Financial since 2010. Excel Financial, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm manages approximately $333 million in assets and offers tailored investment programs guided by documented Investment Policy Statements.
Series 65
Red Wing, MN
Excel Financial, LLC
Brent Urbach is a financial advisor at Excel Financial, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with firms including Ascension Bay Investments and River City Assets. Outside of advising, he is involved in entrepreneurial ventures such as River City Car Wash. Excel Financial provides fee-based financial planning and investment management to individuals, pension plans, charitable organizations, and businesses. The firm utilizes documented investment programs based on client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with retirement plan advisory services.
CFP®, Series 66
Red Wing, MN
Excel Financial, LLC
James Loquai is a CFP® with 18 years of industry experience, currently serving at Excel Financial, LLC since 2008. He has prior experience at Deep Geo, Inc. and has operated as a sole proprietor since 2006. Outside of investment advising, he is also licensed as an insurance agent, dedicating a small portion of his time to insurance sales. Excel Financial, LLC provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $333 million in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting with an investment approach tailored through documented Investment Policy Statements.
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