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Jeran Artery

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Cheyenne, WY 82001

Credentials

Series 63, Series 65

Industry experience

31 years

About

Jeran Artery is a financial advisor with Eagle Strategies (NY Life) in Cheyenne, WY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with New York Life and its related entities since 1994. Outside of his advisory role, he is the owner of Wyo Vault, LLC, a commercial office building in Cheyenne. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of investment adviser representatives. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

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

200 E 8 Th Avenue, Suite 202

Cheyenne, WY 82001

Most active in

Wyoming

Work history

Eagle Strategies (NY Life)

2024 - Present (2 years)

Nylife Securities Inc.

1994 - Present (32 years)

New York Life Ins. Co.

1994 - Present (32 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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Jonas C

Series 66

Cheyenne, WY

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Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments Real estate investing Annuities Options & derivatives strategies
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Miranda E

CFP®, Series 63, Series 65

Cheyenne, WY

Ball & Company

Miranda Eisele is a CFP® with 13 years of industry experience, currently serving as an advisor at Ball & Company since 2021. She previously worked at Ball and Company fka REED & BALL, INC. from 2012 to 2021. Ball & Company Wealth Management provides comprehensive financial planning, consulting, and discretionary investment management to individual clients, including high net worth households, as well as corporations and other business entities. The firm manages approximately $203 million in assets and employs a combined approach of fundamental, technical, and cyclical analysis across a diverse range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Rosalyn B

Series 63, Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

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Concentrated stock management Charitable giving & philanthropy
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Candice W

Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Candice Wisdom is a financial advisor with RW Baker Wealth Management Group LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and has experience in the hospitality industry, including a role at Altitude Chophouse & Brewery. Candice is also a Notary Public for the State of Wyoming. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a non-discretionary basis, emphasizing broad diversification, tax efficiency, and low-cost investment options.

Concentrated stock management Charitable giving & philanthropy
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Klinton K

Series 66

Cheyenne, WY

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Klinton Krieger is a Series 66 credentialed financial advisor with nine years of industry experience. He is currently with TCP Asset Management, LLC in Cheyenne, Wyoming, where he has worked since 2020. Prior to that, he was employed at Wells Fargo Clearing Services and has operated as a self-employed advisor. Krieger is also licensed as a non-variable insurance agent. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, using both fundamental and technical analysis with a long-term trading approach.

Annuities
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Jillianne W

Series 63, Series 66

Cheyenne, WY

StoneX Advisors Inc.

Jillianne Wilkinson is a financial advisor with StoneX Advisors Inc. in Cheyenne, WY, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at StoneX Advisors since 2017 and has been involved with Buffalo Shield Financial Planning and Synergy Investment Group for over 18 and 22 years, respectively. Outside of her advisory work, she instructs Federal Employee Retirement Benefits classes for local federal employees and serves as an insurance agent with Synergy Insurance Group. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, implementing strategies via proprietary models, third-party money managers, and platforms like Envestnet and Advyzon.

ESG / Sustainable investing
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