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Christopher Alan Falletti

Advisor at Eagle Strategies (NY Life) — Frontenac, KS

Updated today

Credentials

Series 63, Series 65

Experience

36 years

Location

Frontenac, KS 66763

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

Christopher Falletti is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has operated Falletti Financial since 2009. Outside of his advisory work, he is the owner of Falleti Rentals LLC. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

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

Frontenac, KS

220 E McKay

Frontenac KS 66763

Advisors at this office

1

Most active in

Kansas · Texas

Work history

36 years of industry experience

Falletti Financial

2009 - Present • 17 years

Frontenac, KS

Eagle Strategies (NY Life)

2009 - Present • 17 years

Frontenac, KS

NYLIFE Securities LLc

2009 - Present • 17 years

Wichita, KS

New York Life insurance

2009 - Present • 17 years

Wichita, KS

Wells Fargo Clearing

2008 - 2009 • 1 year

Pittsburg, KS

A. G. Edwards & Sons, Inc.

2004 - 2008 • 4 years

PRUCO Securities, LLC.

2002 - 2004 • 2 years

Pittsburg, KS

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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Randall S

Series 63, Series 65

Pittsburg, KS

Concurrent Investment Advisors, LLC

Randall Sauer is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He also serves as vice president and treasurer of Pam Sauer Ministries, a charitable organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Wealth management Founder/Business Owner
user avatar

Luke P

Series 66

Pittsburg, KS

Mariner

Luke Prestholt is a financial advisor at Mariner with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advisory work, he is involved in buying and selling sports cards and memorabilia. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax and CFO capabilities along with a Financial Wellness Platform for employer clients.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Larry S

CFP®, Series 66

Pittsburg, KS

Edward Jones

Larry Sprague is a CFP® professional with 10 years of experience at Edward Jones in Pittsburg, KS. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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John S

Series 66

Pittsburg, KS

LPL Financial

John Stevens is a financial advisor at LPL Financial with 15 years of industry experience and holds the Series 66 designation. He previously worked for Commerce Brokerage Services, Inc. for eight years before joining LPL in 2023. Outside of his advisory work, Stevens is involved in buying and selling sports trading cards. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Mandi B

Series 66

Pittsburg, KS

Edward Jones

Mandi Butler is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

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

Series 63, Series 65

Pittsburg, KS

LPL Financial

Karen Vanleeuwen is a financial advisor with LPL Financial in Pittsburg, Kansas, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Next Financial Group Inc for 18 years and Wells Fargo Clearing for 3 years. Outside of advising, she is a co-owner of VanLeeuwen Farms in Pittsburg. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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