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David Paul Rupp

Advisor at Eagle Strategies (NY Life) — Chugiak, AK

Updated today

Credentials

Series 63, Series 65

Experience

21 years

Location

Chugiak, AK 99567

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

David Rupp is a financial advisor with Eagle Strategies (NY Life) based in Chugiak, Alaska. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities Inc. He also operates Rupp Financial, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele of individuals and institutions. The firm emphasizes tailored solutions through multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

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

Chugiak, AK

21925 Judd Circle

Chugiak AK 99567

Advisors at this office

1

Most active in

Alaska · Texas

Work history

21 years of industry experience

Eagle Strategies (NY Life)

2016 - Present • 10 years

Anchorage, AK

Rupp Financial

2016 - Present • 10 years

Anchorage, AK

Nylife Securities Inc

2004 - Present • 22 years

Anchorage, AK

New York Life Insurance Company

2004 - Present • 22 years

Anchorage, AK

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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Matthew G

Series 63, Series 65, ChFC®, EA

Wasilla, AK

HonorPoint Financial

I’m Matthew Gorrell, founder of HonorPoint Financial, a fee-only fiduciary financial planning firm based in Wasilla, Alaska. My approach to financial planning comes from both professional experience and real life. I’m an Army combat veteran, Accredited Financial Counselor® (AFC®), Enrolled Agent (EA), Chartered Financial Consultant® (ChFC®), Wealth Management Certified Professional® (WMCP®), and Military Qualified Financial Planner (MQFP®). Before founding HonorPoint, I spent years helping military members and veterans work through financial challenges, and my tax work has given me a close look at how financial decisions made throughout the year ultimately show up on a tax return. That combination shapes how I work with clients today. I don’t believe investments should be planned in one silo, taxes in another, and cash flow somewhere else. Good financial planning should connect all of them. HonorPoint primarily works with individuals and families, military members and veterans, small business owners, and people preparing for major financial milestones such as buying a home. Planning may include cash flow and debt strategy, tax planning, retirement and investment planning, military benefits, homeownership preparation, and the financial decisions that come with owning a business. HonorPoint is fee-only and does not earn commissions for selling financial products. Comprehensive planning is provided for a transparent flat fee rather than a percentage of the assets you have available to invest. That allows the conversation to start with what needs to happen in your financial life—not with how much money you can move into an investment account. My goal is straightforward: give clients clarity about where they stand, confidence in the decisions they are making, and a practical roadmap for what comes next.

Tax strategies for small businesses Cash flow / budgeting Passive / index investing Retirement income strategy Roth conversion strategy Military & Veterans Founder/Business Owner HENRY (High Earners, Not Rich Yet)

Matthew P

CFP®, AAMS®

Wasilla, AK

Unburdened Financial Planning

I would love to meet you and be able to share with you my story where Jesus is the hero. I would love to hear yours! I started Unburdened Financial Planning after having worked at a very large, nationwide broker dealer. While I and my colleagues worked to provide good advice and do what was best in our client's interest, I was not at peace. I was driven by my client's stress of how much money they were making, how much they had, did they make more than their friend, etc.? I was pushed by how much money I was making, how many reward trips did I earn, who did I make more money than, should I sell something just to make more money, etc.? I felt like so much of the conversations and efforts were focused on the "what" and "how" of planning. I was not pursuing peace. I was pursuing things. I was pursuing my value in my accomplishments. As a loving, father, God brought me to a point where I could see these things to be true in my life. I believe that working as a fee-only, fiduciary planner is the best way for me to provide peace focused counsel. Jesus is the Prince of Peace. When we focus on Him is when we feel peace. Our security and worth is tied up in Him not in what we have or what we do. I help clients focus on the following questions: Who is God? What does God do? Who am I? and finally with those answers in mind answering the all-important, What should I do? What is your "why" for your financial planning needs? What does God think of when He thinks of you? What are the good things He planned for you long ago? I'd love to help you in answering these questions and building a plan to use the resources He has given you to accomplish them!

Charitable giving & philanthropy ESG / Sustainable investing Founder/Business Owner Retired Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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Diana S

Series 65

Wasilla, AK

Elliott Cove Capital Management

Diana Soliday is a financial advisor at Elliott Cove Capital Management with 11 years of industry experience and a Series 65 credential. She has worked at Elliott Cove since 2015 and has been an assistant branch manager at Northrim Bank since 2006, where she is involved in leadership and management, sales, operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individual, high-net-worth, and institutional clients, including government entities. The firm employs a disciplined asset-allocation strategy based on the efficient-market hypothesis, focusing on index-style portfolios primarily using Dimensional Fund Advisors mutual funds and ETFs, with quarterly account reviews and fiduciary services for employer retirement plans.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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Paul H

Series 66

Wasilla, AK

Greenup Wealth

Paul Hurley is a financial advisor with Greenup Wealth and holds the Series 66 designation. He has 17 years of industry experience, including positions at Charles Schwab and Arbor Capital Management. Paul joined Greenup Wealth in 2026 and is based in Wasilla, Alaska. Greenup Wealth provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment strategies, serving both discretionary and non-discretionary accounts while incorporating tax-efficient asset location and opportunistic rebalancing for assets not held in custody.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Amy C

Series 63, Series 65

Wasilla, AK

Elliott Cove Capital Management

Amy Cowger is a financial advisor at Elliott Cove Capital Management with three years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Elliott Cove Capital Management, she worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of her advisory role, she serves as a power of attorney for her father. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a disciplined, index-style asset allocation approach based on the efficient-market hypothesis and offers ERISA fiduciary services.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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Katelynn T

CFP®, Series 65

Eagle River, AK

Avier Wealth Advisors

Katelynn Toth is a CFP® with three years of industry experience, currently serving as a financial advisor at Avier Wealth Advisors. Her prior experience includes roles at APCM Wealth Management for Individuals and a position in the personal office of U.S. Senator Lisa Murkowski. Avier Wealth Advisors provides investment management and financial planning services to individuals, families, and various institutional clients. The firm emphasizes asset allocation across diversified mutual fund and ETF portfolios, focusing on low-cost, institutional-class funds and equity strategies informed by academic research.

Factor investing / smart beta Wealth management Founder/Business Owner
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