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Credentials
ChFC®, Series 63
Experience Industry experience
26 years
Location
Atkins, IA 52203
Eagle Strategies (NY Life)
Enterprise
David Kaestner is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® and Series 63 credentials. He has 25 years of industry experience and has worked with Eagle Strategies since 2007. Kaestner also coaches football and baseball as a volunteer outside of his advisory role. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers solutions through multiple program types, focusing primarily on non-discretionary asset management and tailored recommendations.
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
Atkins, IA
84 Main Ave, Box 233
Atkins IA 52203
Advisors at this office
1
Iowa
26 years of industry experience
Kaestner - Shaw Financial Group
2024 - Present • 2 years
Atkins, IA
Eagle Strategies (NY Life)
2007 - Present • 19 years
Cedar Rapids, IA
Kaestner - Shaw Financial Group
2007 - 2017 • 10 years
Cedar Rapids, IA
New York Life
2000 - Present • 26 years
Cedar Rapids, IA
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.
Verified by Warmer
Series 65, CRPC®
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Ethan Ball is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and three years of industry experience. He has worked at Iowa Retirement Benefits since 2021, where he serves as Founder & Senior Advisor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment process using internally developed and independent asset allocation models, combining fundamental and technical analysis to manage client portfolios.
Verified by Warmer
Series 65
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Keenan Redfearn is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and works at Iowa Retirement Benefits and Solutions. In addition to his advisory role, Mr. Redfearn is an insurance agent, utilizing various insurance products to further assist clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment process incorporating both fundamental and technical analysis, offering an open-architecture platform that includes a range of asset types and ongoing portfolio supervision.
Verified by Warmer
Series 65
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Zachary Brotzman is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 designation and experience working in the financial services industry since 2016. Prior to joining Coppell Advisory Solutions in 2025, he worked at Iowa Retirement Benefits and Solutions and Bankers Life and Casualty. Outside of investment advisory, he is involved in selling insurance and annuity products through Iowa Retirement Benefits and Solutions. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using internally developed or independent asset allocation models and implements strategies consistent with client goals.
Series 65
Marion, IA
Lexington Capital, LLC
Lance McDonald is a financial advisor at Lexington Capital, LLC, holding a Series 65 designation with nine years of industry experience. He has been with Lexington Capital since 2011. Additionally, he is a licensed insurance agent with an Iowa Life and Health Insurance license. Lexington Capital is an independent advisory firm managing approximately $12.6 million for individuals, high-net-worth clients, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, subadviser services, and participant account management, employing a combination of tactical and strategic asset allocation supported by quantitative and technical analysis.
Series 66, Series 65
Cedar Rapids, IA
Ares-Bound Capital
Riddhiman Moharar is a financial advisor at Ares-Bound Capital with five years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at International Business Machines Corp. for five years. Outside of advising, he operates an entertainment business. Ares-Bound Capital is an independent investment advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers discretionary portfolio management and personalized financial planning utilizing tactical asset allocation, quantitative techniques, and a range of securities, with a focus on monthly portfolio reviews and the ability to implement higher-risk strategies by client consent.
Series 65, Series 63
Cedar Rapids, IA
Raindrop Financial, Inc
Bradley Parsons is the sole advisor at Raindrop Financial, Inc. He holds Series 65 and Series 63 credentials and has 12 years of experience in the financial industry. Parsons has maintained a concurrent career as an optometrist since 2004, serving as president of his own practice. Raindrop Financial provides active investment management focused on options and futures-based trading strategies for pooled and institutional-style accounts. The firm employs a market-timing approach supported by back-testing and model trades, emphasizing liquidity and risk management.
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