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Joel Timothy Christman

Advisor at Eagle Strategies (NY Life) — Golden, CO

Updated today

Credentials

Series 63, Series 66

Experience

17 years

Location

Golden, CO 80401

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,484

Across 961 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Joel Christman is a financial advisor with Eagle Strategies (NY Life) based in Golden, Colorado. He holds the Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to his current role, he worked at Foreside Fund Services and Henderson Global Investors. Christman serves as president and board member of the Golden Civic Foundation, which supports community development through grants and small business loans. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm operates primarily on a non-discretionary basis and offers a range of program types tailored to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

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 plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$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)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

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

Location

See office

Golden, CO

1120 Washington Ave, Suite 200

Golden CO 80401

Advisors at this office

1

Most active in

Colorado · Texas

Work history

17 years of industry experience

Eagle Strategies (NY Life)

2021 - Present • 5 years

Lakewood, CO

NYLIFE Securities LLC

2018 - Present • 8 years

Denver, CO

New York Life Insurance Company

2018 - Present • 8 years

Denver, CO

Unemployed

2017 - 2018 • 1 year

Golden, CO

Foreside Fund Services, LLC

2008 - 2017 • 9 years

Golden, CO

Henderson Global Investors

2008 - 2017 • 9 years

Golden, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael H

CFP®, Series 66

Arvada, CO

Clearpath Legacy Planning

Michael Hunter is a CFP® professional with 12 years of industry experience. He currently works at Retire Right Planning, LLC and has prior experience at Motley Fool Wealth Management and Personal Capital Advisors. Retire Right Planning serves individual and high-net-worth clients with discretionary portfolio management, written financial plans, and one-time or hourly financial planning engagements. The firm employs a diversified investment approach combining value, safety, quality, momentum, volatility, and economic-indicator strategies, with a focus on risk control and regular account reviews.

RSUs / ISOs / NSOs Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired Executive Young Professionals Mid-Career Professionals Approaching retirement Young Families Established Professionals

Jack F

CFP®

Littleton, CO

Elevate Wealth Management

Jonathan Fecko is a CFP® professional at Elevate Wealth Management with four years of industry experience. His prior roles include positions at Frontier Asset Management, Potomac Fund Management Inc., and The Vanguard Group, Inc. He is based in Littleton, CO and Pittsburgh, PA. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm employs diversified strategic and tactical asset allocation, integrating equities, fixed income, mutual funds/ETFs, and alternatives, and offers impact/ESG options including Biblically Responsible Investing.

Equity compensation tax strategy General tax planning Concentrated stock management Wealth management Tax strategies for small businesses Founder/Business Owner Retired Sales Professional Doctor or Medical Professional Technology Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Young Professionals
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William K

Series 65, Series 66

Denver, CO

Brightward Financial LLC

William Kowalski Jr. is a financial advisor at Brightward Financial LLC in Denver, CO, holding Series 65 and Series 66 licenses with six years of industry experience. His previous roles include positions at The Millstone Evans Group, Atomos Nuclear and Space Corporation, and Raymond James & Associates. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a multi-asset investment approach using proprietary models focused on diversification and tax-aware total-return strategies.

Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies

Tyler M

Series 66

Broomfield, CO

Farther

Tyler Morris is a financial advisor at Farther with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group LLC, and Compound Planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement plans for business owners (SEP, solo 401k) RSUs / ISOs / NSOs General retirement planning Concentrated stock management Technology Professional Retired Self-Employed Biotech Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Retired Established Professionals Approaching retirement
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Kevin M

CFP®, ChFC®, Series 63

Westminster, CO

ACE Wealth Partners, LLC

Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.

General retirement planning Retirement income strategy
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Nicholas W

CFP®, Series 63, Series 65, Series 66

Denver, CO

46 North Financial

Nicholas Weisert is a CFP® with 13 years of industry experience, currently serving as the sole advisor at 46 North Financial. His prior roles include positions at Integra Financial, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and DaVita Healthcare Partners. He operates 46 North Financial under Weisert Wealth Management, LLC and is based in Denver, CO. 46 North Financial is a fee-only registered investment adviser providing investment management, financial planning, and retirement plan consulting for individuals, corporations, charitable organizations, and employer-sponsored plans. The firm is notable for its work with charitable organizations and ERISA fiduciary services, utilizing institutional model marketplaces and sub-advisers to tailor investment solutions.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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