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
ChFC®, Series 63
Experience Industry experience
37 years
Location
Pratt, KS 67124
Eagle Strategies (NY Life)
Enterprise
Clarence Meigs is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® designation and Series 63 license. He has 37 years of industry experience, including long-term roles with New York Life Insurance Company and Nylife Securities Inc. Since 2020, he has also operated Meigs and Associates, focusing on the sale of New York Life products and brokering non-registered insurance products. Additionally, he serves as a Notary Public in Kansas and has an investment interest in the oil and gas sector. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and works extensively with defined contribution and defined benefit plans, emphasizing tailored solutions and fiduciary responsibilities 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
Pratt, KS
413 S Main St
Pratt KS 67124
Advisors at this office
1
Kansas · Texas
37 years of industry experience
Eagle Strategies (NY Life)
2024 - Present • 2 years
Pratt, KS
Meigs and Associates
2020 - Present • 6 years
Pratt, KS
Nylife Securities Inc.
1989 - Present • 37 years
Wichita, KS
New York Life Insurance Company
1989 - Present • 37 years
Wichita, KS
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 66
Pratt, KS
Edward Jones
Dakota Holtgrieve is a CFP® certificant with 15 years of experience, serving at Edward Jones since 2011 in Pratt, Kansas. He is a partner in Pilot Knob Outfitters LLC, a hunting and outfitting business that hosts annual deer and turkey hunts on farm and recreational property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Series 66
Pratt, KS
Edward Jones
Paige Prater is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 66
Pratt, KS
Edward Jones
Simona Korbe is a financial advisor at Edward Jones with eight years of industry experience, including two years at First National Bank in Pratt. She holds a Series 66 designation. Outside of her advisory role, she works as a certified personal trainer at Blythe Family Fitness in Pratt, helping clients achieve their health and fitness goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.
Series 66
Pratt, KS
Edward Jones
Peyton Koehler is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at the Pratt County Sheriffs Office and held various roles including property management and retail. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.
CFP®, Series 66
Pratt, KS
Edward Jones
Patricia Loftus is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. She is based in Pratt, KS. Outside of her advisory role, she is a co-owner of a ranch in Sawyer, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm supports a large network of advisors and branch offices and manages over $1 trillion in assets under management.
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