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Gary Myers

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Wichita, KS 67226

Credentials

Series 63, Series 65

Industry experience

23 years

About

Gary Myers is a financial advisor with Eagle Strategies (New York Life) based in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Eagle Strategies since 2006 and operates Myers Financial Navigation, which sells New York Life products and brokers non-registered insurance products. Myers is also a shareholder in NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

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

3450 N Rock Road, Suite #301 B

Wichita, KS 67226

Most active in

Kansas

Work history

Generation Strategies, LLC

2016 - 2024 (8 years)

Myers Financial Navigation

2015 - Present (11 years)

Eagle Strategies (NY Life)

2006 - Present (20 years)

New York Life insurance Company

2002 - Present (24 years)

Nylife Securities

2000 - Present (26 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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Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

Annuities
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Annuities Life insurance needs analysis General retirement planning Cash flow / budgeting General tax planning
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CFP®, Series 65

Wichita, KS

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Series 63, Series 65

Wichita, KS

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Series 65

Lenexa, KS

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Series 63, Series 65

Wichita, KS

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General tax planning Wealth management Retirement income strategy
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