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Galen Dody

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Clinton, MO 64735

Credentials

Series 63, Series 65

Industry experience

36 years

About

Galen Dody is a financial advisor with Eagle Strategies (New York Life) based in Clinton, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Generation Strategies, Farm Generation Strategies, and ongoing ownership of Dody Legacy Group. Dody serves on several nonprofit and community boards, including the Truman Lake Foundation, KMOS-TV public broadcasting, Henry County Historical Society, and AgriLegacy Tomorrow, which supports agricultural education scholarships. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement consulting through a network of over 2,000 advisors. The firm emphasizes client-directed solutions using third-party managers and model portfolios, coordinating investment advice with affiliated insurance and broker-dealer entities as part of New York Life.

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 income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

125 S Washington

Clinton, MO 64735

Most active in

Kansas · Missouri · Texas

Work history

Generation Strategies, LLC

2016 - 2024 (8 years)

Farm Generation Strategies, LLC

2015 - 2016 (1 year)

Dody Legacy Group, LLC

2008 - Present (18 years)

Nylife Securities Inc.

1988 - Present (38 years)

New York Life Ins Co

1986 - Present (40 years)

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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Clinton, MO

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Series 63, Series 65

Clinton, MO

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Benjamin J

Series 63, Series 65

Clinton, MO

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Benjamin Johnson is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Securities America. Johnson serves as Board Chairman of Big Brothers Big Sisters of Henry County and holds leadership roles on several local community service boards, including Bright Futures Clinton and the Education Foundation for Clinton Students. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions, along with retirement and fiduciary capabilities integrated with its broader institutional network.

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Shelly J

Series 66

Clinton, MO

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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