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Joshua Payne

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Lyndon, KS 66451

Credentials

ChFC®, Series 63

Industry experience

6 years

About

Joshua Payne is a ChFC® credentialed financial advisor with six years of industry experience, currently with Eagle Strategies (NY Life) since 2021. He has held roles at Payne Financial Strategies, Inc., NYLIFE Securities LLC, and New York Life Insurance Company, and also serves with the Manhattan Fire Department. Outside of advising, he is involved in family charitable giving through the Payne Family Foundation. 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 emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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

623 Topeka Avenue

Lyndon, KS 66451

Most active in

Kansas · Texas

Work history

Eagle Strategies (NY Life)

2021 - Present (5 years)

Payne Financial Strategies, Inc.

2019 - Present (7 years)

NYLIFE Securities LLC

2019 - Present (7 years)

New York Life Insurance Company

2017 - Present (9 years)

Payne Financial Strategies

2017 - Present (9 years)

Manhattan Fire Department

2016 - Present (10 years)

Kansas State University

2015 - Present (11 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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Kristi D

Series 65

Osage City, KS

American Century Investments Private Client Group, Inc.

Kristi Davenport is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Creative Planning, Inc., Waddell & Reed, and Palmer Square Capital Management, LLC. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation, diversification, and portfolio construction, with a focus on affiliated mutual funds and ETFs.

Tax-loss harvesting
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Dominick B

CFP®, Series 63

Osage City, KS

Eagle Strategies (NY Life)

Dominick Bonura is a CFP® professional affiliated with Eagle Strategies (NY Life) and has two years of industry experience. His prior work includes roles at Payne Financial Strategies, Inc., NYlife Securities LLC, and New York Life Insurance Co. He also serves as a Staff Sergeant in the United States Air Force Reserve, performing maintenance and repair duties. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Kevin P

Series 63, Series 66

Lyndon, KS

Eagle Strategies (NY Life)

Kevin Payne is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 licenses, with 31 years of industry experience. He has been with Eagle Strategies since 2019 and also operates Payne Financial Strategies, Inc. Outside of his advisory work, Payne serves as a captain for the Osage County Volunteer Fire Department #5 and is a board member of the Osage Fire Department. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating within a network of over 2,000 investment adviser representatives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Colton W

Series 66

Osage City, KS

Edward Jones

Colton Williams is a financial advisor with Edward Jones in Osage City, KS. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Basys and Keating & Associates, and was employed by Lockton Companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Robyn W

Series 63, Series 66

Osage City, KS

Edward Jones

Robyn Williams is a financial advisor with Edward Jones in Osage City, Kansas, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Edward Jones since 2001. Outside of advisory work, she is involved in owning and maintaining rental property in Osage City. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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