Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
18 years
Location
Broken Bow, NE 68822
Eagle Strategies (NY Life)
Enterprise
James Clang is a financial advisor with Eagle Strategies (NY Life) based in Broken Bow, Nebraska. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Clang is the owner of Clang Financial, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, working primarily with non-discretionary assets in an integrated New York Life structure.
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
Broken Bow, NE
940 South D Street
Broken Bow NE 68822
Advisors at this office
1
Nebraska · Texas
18 years of industry experience
Eagle Strategies (NY Life)
2023 - Present • 3 years
Broken Bow, NE
Clang Financial
2017 - Present • 9 years
Broken Bow, NE
Bootleg Brewers
2016 - 2018 • 2 years
Taylor, NE
Wealth Concepts by Design
2012 - 2017 • 5 years
Broken Bow, NE
Nylife Securities LLC
2007 - Present • 19 years
Omaha, NE
New York Life
2006 - Present • 20 years
Omaha, NE
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.
Series 66
Broken Bow, NE
Edward Jones
Lindsay Cook is a Series 66-licensed financial advisor with Edward Jones in Broken Bow, Nebraska. She has one year of industry experience and previously operated as a self-employed professional for five years. Outside of her advisory role, she assists with her family's cattle and farming operations, handling tasks such as fence repair, livestock care, and managing farm-related financial activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of over 23,000 financial advisors and 15,000 branch offices.
Series 66
Broken Bow, NE
Edward Jones
Timothy Mc Caslin is a Series 66-licensed advisor with Edward Jones, based in Broken Bow, NE, where he has worked since 2020. He has five years of industry experience and previously served in the Nebraska Army National Guard for over two decades. Outside of his advisory role, he is involved with Purcell Investment Group, a family investment club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated products through a large nationwide network of financial advisors and branch offices.
Series 63, Series 66
Broken Bow, NE
Edward Jones
Janet Loughran is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 35 years of industry experience. She has been with Edward Jones since 1986. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 66
Broken Bow, NE
Thrivent Investment Management
Scott Harvey is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Outside of his advisory role, he serves as a part-time pastor and officiates local basketball games in Broken Bow, Nebraska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning without discretionary portfolio management. The firm emphasizes holistic, goal-based analyses through a network of advisors and integrates planning with managed-account services via its WealthPlan program.
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