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Joel Christman

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Golden, CO 80401

Credentials

Series 63, Series 66

Industry experience

16 years

About

Joel Christman is a financial advisor with Eagle Strategies (New York Life) in Golden, CO, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Eagle Strategies in 2021, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2018, and before that was with Foreside Fund Services, LLC and Henderson Global Investors from 2008 to 2017. He serves as president of the Golden Civic Foundation, which supports local civic development through grants and small business loans. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm focuses on client-directed solutions using third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

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

1120 Washington Ave, Suite 200

Golden, CO 80401

Most active in

Colorado · Texas

Work history

Eagle Strategies (NY Life)

2021 - Present (5 years)

NYLIFE Securities LLC

2018 - Present (8 years)

New York Life Insurance Company

2018 - Present (8 years)

Unemployed

2017 - 2018 (1 year)

Foreside Fund Services, LLC

2008 - 2017 (9 years)

Henderson Global Investors

2008 - 2017 (9 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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General retirement planning Retirement income strategy
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Denver, CO

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Bart Skidmore is the principal of Skidmore Advisory Services, Inc. in Denver, CO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his firm since 2013. In addition, he is a licensed CPA and president of an accounting and tax firm since 2001, performing occasional tax work. He also serves as president of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs to clients’ objectives and risk tolerance, utilizing fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning services.

Income planning General tax planning Options & derivatives strategies
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General tax planning Wealth management Income planning Disability insurance
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Series 66

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Darren Spreeuw is a financial advisor at Aviator Wealth Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ratio Wealth Group, LLC, MML Investors Services, and Helm Investment Management. Outside of his advisory role, he serves as chairman of the board for the Colorado Student Leaders Institute. Aviator Wealth Group is an independent registered investment adviser serving individuals, institutions, and business clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a macro-environmental, top-down approach to tactical asset allocation and offers business-focused consulting including generational transitions and exit planning.

Retirement income strategy Early retirement planning Private / alternative investments Real estate investing Cash flow / budgeting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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General retirement planning Business succession planning General estate planning guidance Cash flow / budgeting Founder/Business Owner
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