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Credentials
ChFC®, Series 63
Experience Industry experience
29 years
Location
The Dalles, OR 97058-1740
Eagle Strategies (NY Life)
Enterprise
John Coats is a financial advisor with Eagle Strategies (NY Life) based in The Dalles, Oregon. He holds the ChFC® designation and a Series 63 license, with 29 years of industry experience. John has worked with NYLIFE Securities LLC and New York Life Insurance Company since 1996 and has operated the John Coats Financial Group since 2015. Outside of his advisory role, he teaches Tai Chi Chuan weekly at a local athletic club. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.
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
The Dalles, OR
312 Federal Street
The Dalles OR 97058-1740
Advisors at this office
1
Oregon · Texas
29 years of industry experience
John Coats Financial Group
2015 - Present • 11 years
The Dalles, OR
NYLIFE Securities LLc
1996 - Present • 30 years
Portland, OR
New York Life Insurance company
1996 - Present • 30 years
Portland, OR
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 65
The Dalles, OR
von Borstel & Associates
Anson Lilienthal is a financial advisor at von Borstel & Associates with a Series 65 credential and two years of industry experience. He has been with von Borstel & Associates since 2019, with a gap year of unemployment between 2021 and 2022, and prior to that, he was self-employed from 2015 to 2019. von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer clients. The firm employs a client-driven process based on Modern Portfolio Theory to construct diversified portfolios and manages approximately $576 million in assets.
ChFC®, Series 63
The Dalles, OR
von Borstel & Associates
Wayne Von Borstel is a financial advisor at von Borstel & Associates with 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Financial Advocates Investment Management and LPL Financial LLC. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer customers, managing approximately $576 million in assets. The firm employs a client-driven investment approach based on Modern Portfolio Theory, constructing diversified portfolios that may include equities, fixed income, ETFs, mutual funds, options, and third-party managers.
Series 65
The Dalles, OR
von Borstel & Associates
David Anishchenko is a financial advisor with von Borstel & Associates in The Dalles, OR. He holds a Series 65 designation and began his advisory role in 2026. Prior to entering the financial industry, he worked in healthcare roles related to allergy and asthma treatment. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, corporations, and broker-dealers’ customers. The firm follows an investment approach grounded in Modern Portfolio Theory and focuses primarily on Dimensional Fund Advisors (DFA) mutual funds and ETFs.
Series 65, Series 63
The Dalles, OR
von Borstel & Associates
Sandra Aguirre Piza is a financial advisor at von Borstel & Associates with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Financial Advocates Investment Management and LPL Financial. She has been with von Borstel & Associates since 2020. Von Borstel & Associates offers comprehensive financial planning and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, corporations, and broker-dealers’ customers. The firm’s investment approach is based on Modern Portfolio Theory and an evidence- or factor-based philosophy, primarily utilizing Dimensional Fund Advisors mutual funds and ETFs within its portfolios.
Series 66
The Dalles, OR
Edward Jones
J R Runyon is a financial advisor with Edward Jones in The Dalles, OR, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for 17 years with the North Wasco County School District 21. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.
Series 63, Series 66
The Dalles, OR
Edward Jones
Heather Runyon is a financial advisor with Edward Jones in The Dalles, Oregon, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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