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 66
Experience Industry experience
16 years
Location
Abbeville, LA 70510
Eagle Strategies (NY Life)
Enterprise
Johnny Choate is a financial advisor with Eagle Strategies (NY Life) based in Abbeville, Louisiana, holding a Series 66 license and 16 years of industry experience. He has worked with Eagle Strategies since 2013 and New York Life Insurance Company since 2010. Outside of his advisory role, Choate serves as a Justice of the Peace in Vermilion Parish and owns a beef cattle and aquaculture farm. Eagle Strategies serves a broad client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its regulatory assets 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
Abbeville, LA
311 N State St
Abbeville LA 70510
Advisors at this office
1
Louisiana · Texas
16 years of industry experience
Choate Capital Investment and Insurance, LLC
2025 - Present • 1 year
Abbeville, LA
7th Ward Gravity Drainage District #2
2015 - Present • 11 years
Maurice, LA
Eagle Strategies LLC
2013 - Present • 13 years
Abbeville, LA
Nylife Securities LLC
2010 - Present • 16 years
Lafayette, LA
New York Life Insurance Co.
2010 - Present • 16 years
Lafayette, LA
Vermilion Parish
2009 - Present • 17 years
Abbeville, LA
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.
CFP®, Series 63, Series 65
Kaplan, LA
Broussard Financial Group, LLC
Jerry Broussard is a CFP® professional with 21 years of industry experience. He has operated Broussard Financial Group, LLC since 2002. The firm manages approximately $115 million in assets for around 180 individual and high-net-worth clients, trusts, retirement plans, and business entities. Broussard Financial Group offers discretionary portfolio management alongside financial planning and consulting services, utilizing a combination of exchange-traded funds, mutual funds, and cash equivalents.
Series 65
Youngsville, LA
Abney Wealth Partners
Jordan Abney is a financial advisor at Abney Wealth Partners with exposure to the industry beginning in 2022 through Abney Advisory Group and prior experience at Physicians Mutual Insurance Company from 2016 to 2022. He holds a Series 65 credential and is based in Youngsville, LA. Abney Wealth Partners is a state-registered investment adviser that offers financial planning, consulting, and portfolio management services to individuals, high-net-worth individuals, trusts, estates, and business entities. The firm emphasizes strategic asset allocation and fundamental analysis, using third-party sub-advisers and wrap-fee platforms to implement and monitor portfolios.
CFA®, Series 65
Abbeville, LA
Lailaps Capital, L.L.C.
Gus Godchaux is a CFA® charterholder and Series 65 licensee with 10 years of industry experience. He has been the principal advisor at Lailaps Capital, L.L.C. since 2015 and serves as an analyst at Abbeville Family Partnership. He is also a partner at Gulf Land Structures and a co-executor of his grandfather's estate. Lailaps Capital provides portfolio management and financial planning services to individuals, corporate/business entities, and charitable organizations. The firm manages approximately $42 million in assets and offers access to a broad range of investment vehicles, including private placements, hedge funds, and venture capital, using a multi-method analytical approach tailored to client goals and risk tolerance.
Series 66
Youngsville, LA
Capital Financial Planners, LLC
Amie Varnado is a financial advisor at Capital Financial Planners, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Capital Financial Planners since 2011. Outside of her advisory role, she is a half owner of an electrical service company and spends part of her time on accounting and insurance sales. Capital Financial Planners is an independent firm serving individual clients, businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a primarily passive, asset-allocation approach tailored to client goals.
Series 65
Youngsville, LA
SOW Advisors LLC
Bradley Ortego is a Series 65-licensed financial advisor with SOW Advisors LLC in Youngsville, LA, bringing one year of industry experience. His prior work includes roles at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. He maintains ownership interests in alternative investment entities such as Narrow Way Equity Partners. SOW Advisors LLC provides wealth management and financial planning services to individual and high-net-worth clients, utilizing a blend of quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to construct diversified portfolios. The firm also offers project-based financial planning and educational seminars on investment and personal finance topics.
Series 65
Youngsville, LA
SOW Advisors LLC
Logan Bowers is a financial advisor at SOW Advisors LLC in Youngsville, Louisiana, with one year of industry experience and a Series 65 credential. He is also the managing member and owner of H&L Investments LLC, a real estate investment and private fund management business focused on multifamily, single-family, and mobile home park assets. SOW Advisors LLC provides wealth management and financial planning services to individual and high-net-worth clients, using a blend of quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to create diversified portfolios that may include both passive and active strategies. The firm also offers educational seminars and advises on alternative investments and private funds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)