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
CFP®, Series 63, Series 65
Experience Industry experience
33 years
Location
Brandenburg, KY 40108
Eagle Strategies (NY Life)
Enterprise
Clifford Canavera is a CFP® professional affiliated with Eagle Strategies (NY Life) with 33 years of industry experience. He has been associated with New York Life, Nylife Securities Inc, and Canavera Financial Group, LLC since 2004. Through his role at Canavera Financial Group, he is involved in brokering and the sale of NYL products with various outside insurance carriers. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.
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
Brandenburg, KY
448 Pine Point Road
Brandenburg KY 40108
Advisors at this office
1
Kentucky
33 years of industry experience
Nylife Securities Inc
2004 - Present • 22 years
Louisville, KY
Canavera Financial Group, Llc
2004 - Present • 22 years
Brandenburg, KY
New York Life
2004 - Present • 22 years
Louisville, KY
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 63, Series 65
Brandenburg, KY
Corley Capital LLC
Paul Corley is the sole advisor at Corley Capital LLC, an independent advisory firm based in Brandenburg, Kentucky. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at XML Financial, LLC, and Lara, May & Associates, LLC. Corley Capital LLC provides comprehensive financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios with investment policy statements and employs a mix of fundamental, technical, and cyclical analysis, utilizing a broad range of investment vehicles and strategies.
CFP®
Brandenburg, KY
Pivot Point Wealth Planning
My name is Ryan Stith, and I am a CERTIFIED FINANCIAL PLANNER™. I am also the founder of Pivot Point Wealth. I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when our decisions around money and life match our values. We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as a guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads. On a more personal note...I’m a ginger by birth, planner by nature, and teacher’s husband by choice. I was born and raised in the small town of Brandenburg, KY where I live with my wife (DeAnna), our two kids (Madeline & Henry), and our dog, Penny. I'm a huge University of Kentucky basketball and football fan (Go Big Blue!), as well as loyal English Premier League football follower. In my spare time, you’ll find me outside running, in the garage tinkering and finding any excuse to use power tools, or on a patio enjoying time with friends and family.
Series 63, Series 65
Radcliff, KY
First Command Advisory Services
Jesse Sodam is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has no prior industry experience but served in the United States Army for 23 years before joining First Command in 2025. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Series 65, Series 63
Radcliff, KY
First Command Advisory Services
Charles York Jr. is a financial advisor with First Command Advisory Services. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory career, he served in the United States Army for eight years. He is also the owner of C.L. York and Sons Home Solutions LLC, through which he provides financial advisory services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Series 66
Radcliff, KY
First Command Advisory Services
David Strauss is a financial advisor with First Command Advisory Services, holding a Series 66 credential and four years of industry experience. Prior to joining First Command, he served multiple terms in the US Army from 2016 to 2022. He is also the Chief Executive Officer of Bourbon Trail Financial Management, LLC, a financial company that handles payroll for First Command employees. First Command Advisory Services, Inc. is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.
Series 65, Series 63
Radcliff, KY
First Command Advisory Services
Andrew Anastasia is a financial advisor at First Command Advisory Services with one year of industry experience. Prior to his current role, he served 25 years in the U.S. Army. He holds Series 65 and Series 63 credentials. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
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