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Katherine Chenault

Advisor at Eagle Strategies (NY Life) — Lyndon, KS

Updated today

Credentials

Series 65, Series 63

Experience

2 years

Location

Lyndon, KS 66451

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,503

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Katherine Chenault is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and has two years of industry experience. Her prior work includes roles at Payne Financial Strategies, NYLIFE Securities, and New York Life. Outside of finance, she has experience working in veterinary clinics and at Fort Hays State University. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, emphasizing a primarily non-discretionary asset management approach and maintaining fiduciary responsibilities to retirement investors.

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 plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$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)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

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

Location

See office

Lyndon, KS

623 Topeka Avenue

Lyndon KS 66451

Advisors at this office

3

Most active in

Kansas

Work history

2 years of industry experience

Eagle Strategies LLC

2026 - Present • 1 year

Lyndon, KS

Payne Financial Strategies, Inc.

2024 - Present • 2 years

Lyndon, KS

NYLIFE Securities LLC

2024 - Present • 2 years

Overland Park, KS

New York Life

2023 - Present • 3 years

Overland Park, KS

Silver Maple Properties LLC

2023 - Present • 3 years

Pomona, KS

Payne Financial Strategies, Inc

2022 - 2023 • 1 year

Osage City, KS

Ottawa Veterinary Hospital

2019 - 2022 • 3 years

Ottawa, KS

Fort Hays State University

2018 - 2022 • 4 years

Hays, KS

Lyndon Veterinary Clinic

2016 - 2019 • 3 years

Lyndon, KS

Morning Star Cleaning Service, LLC

2016 - 2018 • 2 years

Quenemo, KS

Waldorf University

2016 - 2018 • 2 years

Forest City, IA

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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Dominick B

CFP®, Series 63

Osage City, KS

Eagle Strategies (NY Life)

Dominick Bonura is a CFP®-certified financial advisor with three years of industry experience. He is currently with Eagle Strategies (NY Life) and also associated with Payne Financial Strategies, Inc. Bonura serves as a Staff Sergeant in the United States Air Force Reserve, where he performs maintenance and repair duties. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm integrates its advisory offerings with New York Life insurance and annuity products, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Joshua P

ChFC®, Series 63

Lyndon, KS

Eagle Strategies (NY Life)

Joshua Payne is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation and Series 63 license. He has seven years of industry experience and operates his own firm, Payne Financial Strategies, Inc., alongside his role at Eagle Strategies. Outside of his advising activities, he is involved in community service through his ongoing work with the Manhattan Fire Department and is establishing a family charitable foundation. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing tailored financial planning, investment management, and retirement-plan advisory services. The firm emphasizes fiduciary responsibilities and offers both discretionary and largely non-discretionary asset management within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy 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 66 licenses. He has 31 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities Inc. Payne is also a captain and board member of the Osage County Volunteer Fire Department #5. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

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.) General estate planning guidance Inheritance planning Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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