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Credentials
Series 66, Series 63
Experience Industry experience
13 years
Location
Eaton, CO 80615
Eagle Strategies (NY Life)
Enterprise
Jason Radke is a financial advisor with Eagle Strategies (NY Life) based in Eaton, CO, holding Series 66 and Series 63 licenses with 13 years of industry experience. He has been affiliated with Focus Financial Strategies, LLC since 2016 and has worked with Eagle Strategies and NYLIFE Securities since 2013. Outside of his advisory role, Radke serves on the Town of Eaton Planning Commission, reviewing and recommending planning and zoning proposals. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm offers multiple program types focused on tailored recommendations and manages the majority of its assets on a non-discretionary basis.
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
Eaton, CO
360 Oak Ave, Suite 120
Eaton CO 80615
Advisors at this office
1
Colorado · Texas
13 years of industry experience
Focus Financial Strategies, LLC
2016 - Present • 10 years
Fort Collins, CO
Eagle Strategies, LLC
2015 - Present • 11 years
Fort Collins, CO
NYLIFE Securities LLc
2013 - Present • 13 years
Arvada, CO
New York Life insurance
2013 - Present • 13 years
Arvada, CO
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.
CFP®, Series 66
Timnath, CO
Level Up Financial Planning, LLC
Lucas Casarez is a CFP®-certified financial advisor with 11 years of industry experience. He is the principal of Level Up Financial Planning, LLC and also owns Power Up Tax Planning Services, LLC, where he provides tax preparation services during the tax season. His prior experience includes roles at CETERA Advisor Networks, CWM, LPL Financial, and Keystone Financial Services. Level Up Financial Planning serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm uses a primarily passive investment approach focused on low-cost, tax-efficient portfolios composed of index mutual funds and ETFs, while incorporating technical and cyclical analysis in its reviews.
Series 63, Series 65
Windsor, CO
Cosner Financial Group, LLC
Ryan Cosner is a financial advisor at Cosner Financial Group, LLC in Windsor, Colorado, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors Inc and OSAIC prior to his current role. Cosner also serves as president-elect of the Boys and Girls Club of Larimer County, a nonprofit supporting at-risk youth. Cosner Financial Group provides asset management and financial planning services to individuals, including high-net-worth clients, as well as pension and corporate clients. The firm manages approximately $370 million in assets with a focus on tailored portfolios, discretionary management, and a range of investment strategies including tactical allocation and options.
Series 65
Greeley, CO
Eves & Haines Wealth Management
Glenda Haines is a financial advisor at Eves & Haines Wealth Management in Greeley, CO, with 11 years of industry experience. She holds a Series 65 credential and has been with Eves & Haines since 2014. In addition to her advisory role, she is a licensed insurance agent and co-owner of a related company that sells life insurance, fixed and indexed annuities, and long-term care products. Eves & Haines Wealth Management provides integrated financial planning and investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm employs a strategic asset allocation approach based on academic research and macroeconomic analysis, combining ETFs, value equities, and fixed income, while offering specialty municipal and high-yield bond portfolios and ETF-based strategies using technical analysis.
Series 66
Windsor, CO
Cosner Financial Group, LLC
John Alpers is a financial advisor at Cosner Financial Group, LLC with 30 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Financial Design & Management, Inc., and Geneos Wealth Management, Inc. from 2008 to the present. Cosner Financial Group provides asset management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm manages approximately $370 million in assets for over 600 clients, offering discretionary portfolio management and fee-based planning with tailored investment strategies.
Series 63, Series 65
Windsor, CO
Cosner Financial Group, LLC
Jeremy Newton is a financial advisor with Cosner Financial Group, LLC in Windsor, Colorado, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Cosner Financial Group since 2008 and was previously with Triad Advisors Inc from 2011 to 2024 and Osaic Wealth, Inc. from 2024 onward. Cosner Financial Group provides asset management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm manages approximately $370 million in assets with a team of five advisors and offers tailored portfolios with continuous supervision, discretionary management, and consulting options.
Series 63, Series 66
Windsor, CO
Wealth Management Advisors RIA, Inc.
Michael Romero is a financial advisor with Wealth Management Advisors RIA, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Wealth Management Advisors, Inc. since 2001 and was with DMK Advisor Group, Inc. from 2011 to 2021. Outside of advising, he manages a small property business in Greeley, Colorado. Wealth Management Advisors RIA, Inc. serves individual and high-net-worth clients as well as small businesses, offering discretionary and non-discretionary asset management, financial planning, and annuity management. The firm tailors investment recommendations using fundamental, technical, and charting analysis with a focus on mutual funds and ETFs, and it employs a due-diligence process for third-party managers when utilized.
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