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 65
Experience Industry experience
10 years
Location
Spencer, IA 51301
Eagle Strategies (NY Life)
Enterprise
Joey Van Otterloo is a financial advisor with Eagle Strategies (NY Life) in Spencer, Iowa, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked with New York Life and its affiliated entities since 2015 and operates Bluewater Financial Group, LLC, which sells New York Life products and brokers non-registered insurance products. Van Otterloo also serves as president of a local condo association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and offers multiple program types, with most assets managed 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
Spencer, IA
1807 Norris Place
Spencer IA 51301
Advisors at this office
1
Iowa · South Dakota
10 years of industry experience
Eagle Strategies (NY Life)
2023 - Present • 3 years
Rock Valley, IA
Bluewater Financial Group, Llc
2019 - Present • 7 years
Rock Valley, IA
NYLIFE Securities LLC
2016 - Present • 10 years
Sioux Falls, SD
New York Life Insurance Company
2015 - Present • 11 years
Sioux Falls, SD
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 63, Series 66
Spencer, IA
Northwest Wealth Management, LLC
Lance Evans is a financial advisor at Northwest Wealth Management, LLC in Spirit Lake, IA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Northwest Wealth Management since 2011. Outside of his advisory role, he is a 20% owner of HAMP-HIZZY LLC, a non-investment related business. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and may utilize independent third-party managers as part of its portfolio management.
CFP®, Series 66, Series 63, Series 65
Spencer, IA
Northwest Wealth Management, LLC
Wendy Stenberg is a CFP® professional at Northwest Wealth Management, LLC with over 11 years of experience in the financial services industry. Her prior roles include positions at Gilbert & Cook, Inc., U.S. Bancorp Investments, Inc., and U.S. Bank. Northwest Wealth Management serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, and trusts, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages over $1 billion in discretionary assets and employs a long-term, buy-and-hold investment approach with regular monitoring and opportunistic rebalancing.
Series 65
Spencer, IA
Northwest Wealth Management, LLC
Michael Storey is a financial advisor at Northwest Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Northwest Bank and Spencer Golf and Country Club. Outside of his advisory role, he serves as an assistant football coach at Western Christian High School during the football season. Northwest Wealth Management serves individual investors, high-net-worth clients, retirement plans, trusts, and other entities with financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm employs a long-term buy-and-hold approach combined with regular monitoring and opportunistic rebalancing, and it utilizes independent third-party managers and a third-party platform to manage assets tax-efficiently.
Series 65
Spencer, IA
Northwest Wealth Management, LLC
Danielle Brink is a Series 65-licensed financial advisor with Northwest Wealth Management, LLC, where she has worked for 11 years. She also holds a management role at Northwest Bank, serving as a retail manager and assistant vice president since 2008. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and offers access to independent third-party managers while maintaining affiliations with Northwest Bank and Northwest Insurance Services.
Series 65
Spencer, IA
Northwest Wealth Management, LLC
Rebecca Mcginnis is a financial advisor at Northwest Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Northwest Wealth Management since 2015. Northwest Wealth Management serves a broad client base including individual investors, high-net-worth clients, retirement plans, trusts, and other entities, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm employs a long-term buy-and-hold investment approach with regular monitoring and opportunistic rebalancing, often utilizing independent third-party managers and tax-efficient asset location strategies.
CFP®, Series 65
Spencer, IA
Northwest Wealth Management, LLC
Bryson Duncan is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Northwest Wealth Management, LLC, where he has worked since 2021. Prior to his advisory role, he was employed at Intelligent Turf and Greens for one year. Northwest Wealth Management, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm emphasizes a long-term, buy-and-hold investment approach combined with ongoing monitoring and periodic reporting, and it utilizes third-party managers and major custodians such as Charles Schwab and Fidelity.
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