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 63, Series 66
Experience Industry experience
34 years
Location
New Iberia, LA 70560
Eagle Strategies (NY Life)
Enterprise
Janelle Rodrigue is a financial advisor with Eagle Strategies (NY Life) based in New Iberia, LA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been associated with NYLife Securities Inc. since 1994. Rodrigue serves as a member of Our Lady of Perpetual Help Catholic Church, a nonprofit organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages predominantly non-discretionary assets while working within the New York Life affiliate 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
New Iberia, LA Jefferson Terrace
609 Jefferson Terrace, Suite 100
New Iberia LA 70560
Advisors at this office
1
Louisiana · Texas
34 years of industry experience
Nylife Securities Inc.
1994 - Present • 32 years
Lafayette, LA
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
Youngsville, LA
Capital Financial Planners, LLC
Amie Varnado is a financial advisor at Capital Financial Planners, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Capital Financial Planners since 2011. Outside of her advisory role, she is a half owner of an electrical service company and spends part of her time on accounting and insurance sales. Capital Financial Planners is an independent firm serving individual clients, businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a primarily passive, asset-allocation approach tailored to client goals.
Series 65
Youngsville, LA
SOW Advisors LLC
Bradley Ortego is a financial advisor at SOW Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. SOW Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management, discretionary portfolio management, and project-based financial planning. The firm employs a combination of quantitative, fundamental, and technical analysis using sector-specific factor models and offers access to alternative investments, pooled vehicles, and educational seminars.
Series 65
Youngsville, LA
SOW Advisors LLC
Logan Bowers is a financial advisor at SOW Advisors LLC with a Series 65 credential and one year of industry experience. He is also the owner and managing member of H&L Investments LLC, where he oversees operations and strategy for a real estate investment business focused on multifamily, single-family, and mobile home park assets, and serves as a general partner for private real estate and private credit investment funds. SOW Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management, discretionary portfolio management, and financial planning. The firm uses a combination of quantitative, fundamental, and technical analysis within a modern-portfolio framework and offers clients educational seminars and investment advice that includes alternative and pooled investment vehicles.
Series 65
Youngsville, LA
Apex Capital Management, L.L.C.
Charles Duchamp is a financial advisor at Apex Capital Management, L.L.C. with 23 years of industry experience and holds a Series 65 designation. He has worked at Apex since 2002 and has operated his own accounting and tax services firm since 1991. Duchamp serves as president of his CPA firm, providing accounting and tax services to clients. Apex Capital Management is an SEC-registered advisory firm with four advisors managing approximately $225 million for about 332 clients. The firm offers personalized investment management, financial planning, retirement plan consulting, and annuity product management, using fundamental analysis and tailored strategies to meet client objectives and risk profiles.
Series 66
Lafayette, LA
Elevation Point Wealth Partners, LLC
Ashley Blanc is a financial advisor at Elevation Point Wealth Partners, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Elevation Point Wealth Partners and Purshe Kaplan Sterling Investment in 2025. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios with tactical asset allocation, incorporating third-party managers and private market opportunities.
Lafayette, LA
Elevation Point Wealth Partners, LLC
Benjamin Robinson is a financial advisor with Elevation Point Wealth Partners, LLC, bringing 25 years of industry experience. His prior roles include positions at Brookstone Capital Management, Oneamerica Securities, and The Robinson Investment Group, LLC. He serves as a board member for the Acadiana Community Tennis Association, a non-profit organization. Elevation Point Wealth Partners is an SEC-registered multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through programmatic offerings and emphasizes model portfolios with tactical asset allocation, integrating insurance distribution and annuity servicing within its advisory services.
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