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Credentials
Series 66
Experience Industry experience
8 years
Location
Timnath, CO
Eagle Strategies (NY Life)
Enterprise
Joseph Vander Linde is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds a Series 66 designation and has worked with Noble Capital Group, LLC, Eagle Strategies LLC, NYLIFE Securities, LLC, and New York Life Insurance Co. Outside of his advisory role, he serves as Vice President and Board Member of Off the Hook Arts, a nonprofit providing low-cost music education and community performances in Fort Collins, Colorado, and volunteers as a District Finance Manager for Toastmasters International. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and emphasizes fiduciary responsibility, with the majority of its 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
Timnath, CO
Timnath CO
Advisors at this office
1
Colorado · Texas
8 years of industry experience
Noble Capital Group, LLC
2021 - Present • 5 years
Fort Collins, CO
Eagle Strategies LLC
2021 - Present • 5 years
Fort Collins, CO
NYLIFE Securities, LLC
2017 - Present • 9 years
Fort Collins, CO
New York Life Insurance Co
2017 - Present • 9 years
Fort Collins, CO
Interactive Health
2017 - 2017 • 1 year
Schaumburg, IL
Scribe America
2016 - 2017 • 1 year
Sarasota, FL
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 66
Fort Collins, CO
Otium Wealth Management
Jared Dull is a CFP® and Series 66 registered advisor with five years of industry experience. He is the sole advisor at Otium Wealth Management in Fort Collins, CO, and previously worked at Edward Jones for five years and at ConocoPhillips for nine years. He is also a licensed insurance agent in Fort Collins. Otium Wealth Management serves individuals, high-net-worth families, trusts, retirement plans, and charitable foundations by providing discretionary investment management and financial planning. The firm combines strategic and tactical asset allocation with various investment approaches and offers retirement-plan consulting and ERISA fiduciary services.
Series 66
Fort Collins, CO
Ascend Private Wealth Management
Jack Hastings is a financial advisor at Ascend Private Wealth Management in Fort Collins, CO. He holds a Series 66 designation and has experience working at UBS Financial Services and Fidelity Investments. Outside of finance, he has held roles associated with golf academies and country clubs. Ascend Private Wealth Management offers combined financial planning and discretionary portfolio management to individuals, families, trusts, and business owners without a stated account minimum. The firm employs an investment process that integrates fundamental, technical, and macroeconomic analysis with a mix of active and passive strategies.
Series 65
Fort Collins, CO
Kibo Investment Advisors LLC
Michael Gavin is the sole advisor at Kibo Investment Advisors LLC in Fort Collins, CO. He holds a Series 65 designation and has been affiliated with Kibo since 2026. Gavin also maintains a full-time academic appointment at Colorado State University since 2012. Kibo Investment Advisors LLC offers discretionary investment management and tailored advisory services primarily to individuals, high-net-worth households, trusts, and families. The firm employs a proprietary quantitative approach that integrates machine learning and academic research, focusing on companies with lower carbon exposure.
CFP®, Series 66
Timnath, CO
Level Up Financial Planning, LLC
Lucas Casarez is a CFP®-certified financial advisor with 11 years of industry experience. He is the principal of Level Up Financial Planning, LLC and also owns Power Up Tax Planning Services, LLC, where he provides tax preparation services during the tax season. His prior experience includes roles at CETERA Advisor Networks, CWM, LPL Financial, and Keystone Financial Services. Level Up Financial Planning serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm uses a primarily passive investment approach focused on low-cost, tax-efficient portfolios composed of index mutual funds and ETFs, while incorporating technical and cyclical analysis in its reviews.
CFP®, Series 65
Fort Collins, CO
Oaktree Financial Planning, LLC
Sunit Bhalla is a CFP® and Series 65-registered financial advisor with 17 years of industry experience. He has been with Oaktree Financial Planning, LLC since 2008. Oaktree Financial Planning, LLC is a fee-only fiduciary firm that provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, trusts, estates, and small businesses. The firm combines strategic baseline allocations with tactical adjustments and emphasizes tax-aware account placement and periodic rebalancing.
Series 65, Series 63
Loveland, CO
Fletching Arrows Wealth Management LLC
Andrew Logue is the principal advisor at Fletching Arrows Wealth Management LLC in Loveland, Colorado, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior work includes roles at Navigation Wealth Management, Inc. and Navigation Financial Services, Inc. He also coordinates Financial Peace University and manages an affiliated insurance business, which occupies roughly 5% of his time. Fletching Arrows Wealth Management LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients. The firm employs the Orion Portfolio Solutions platform and combines fundamental and technical analysis to manage accounts, which are reviewed at least quarterly.
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