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Cory Jean Wahl

Advisor at Eagle Strategies (NY Life) — Santa Claus, IN

Updated today

Credentials

Series 63, Series 66

Experience

3 years

Location

Santa Claus, IN 47579

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,524

Across 963 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Cory Wahl is a financial advisor with Eagle Strategies (NY Life) based in Santa Claus, Indiana. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Eagle Strategies in 2026, Wahl was affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2022. He also has a background in academia, having worked at the University of Missouri-St. Louis and Texas A&M University-Corpus Christi. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple types of advisory programs and operates primarily with non-discretionary assets, working within the integrated New York Life affiliate structure.

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

Santa Claus, IN

100 N Louis J Koch Blvd, Suite 103

Santa Claus IN 47579

Advisors at this office

1

Most active in

Indiana · Kentucky

Work history

3 years of industry experience

Eagle Strategies (NY Life)

2026 - Present • 1 year

Santa Claus, IN

Wahl Financial LLC

2026 - Present • 1 year

Santa Claus, IN

NYLIFE Securities LLc

2022 - Present • 4 years

Louisville, MO

New York Life Insurance Company

2022 - Present • 4 years

Louisville, KY

University of Missouri-St. Louis

2017 - 2022 • 5 years

St. Louis, MO

Texas A&M University-Corpus Christi

2015 - 2017 • 2 years

Corpus Christi, TX

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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Jonathan S

Series 63, Series 66

Tell City, IN

Edward Jones

Jonathan Scheer is a financial advisor at Edward Jones with 38 years of industry experience. He has been with Edward Jones since 1988 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a trustee for Emmanuel Lutheran Church in Tell City, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including both discretionary and non-discretionary wrap fee programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

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

Trennis X

ChFC®, Series 66

Santa Claus, IN

Edward Jones

Trennis Xanders II is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branch offices.

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

Series 66

Santa Claus, IN

Raymond James Financial

Seth Windell is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 66 designation and has served on the Santa Claus Town Council for 10 years. He has been affiliated with Raymond James Financial and its related entities since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Evan D

Series 63, Series 65

Ferdinand, IN

OSAIC

Evan Daunhauer is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Royal Alliance Associates, Inc. since 2018 and previously with Jhfn Sii for six years. Daunhauer is involved in community activities, serving as Co-Chair of Ferdinand Heimatfest, a charitable festival planning committee, and as a board member of the Dubois County Community Foundation. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and a variety of investment vehicles to construct portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Piper L

Series 66

Huntingburg, IN

LPL Enterprise

Piper Lange is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, Lange held positions in banking, education, and physical therapy support. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to model-driven investment portfolios and third-party asset managers.

Tax-loss harvesting
user avatar

Michael B

CFP®, Series 63, Series 66

Ferdinand, IN

Edward Jones

Michael Blume is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Ferdinand, IN. Outside of his advisory role, he is an owner of a rental property business, M & S B Holdings, LLC, in Jasper, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of advisory and investment options, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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