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Credentials
ChFC®, Series 63
Experience Industry experience
40 years
Location
Beulah, ND 58523
Eagle Strategies (NY Life)
Enterprise
Kevin Flaagan is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Eagle Strategies since 2020 and has a long history with New York Life and Nylife Securities Inc. dating back to 1985. He is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, 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
Beulah, ND
112 E Main Street
Beulah ND 58523
Advisors at this office
1
North Dakota
40 years of industry experience
Eagle Strategies (NY Life)
2020 - Present • 6 years
Beulah, ND
Nylife Securities Inc.
1985 - Present • 41 years
Fargo, ND
New York Life Ins. Co.
1985 - Present • 41 years
Fargo, ND
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
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
Beulah, ND
Gateway Wealth Partners, LLC
Julie Graney is a CFP® professional with 20 years of industry experience. She is currently with Gateway Wealth Partners, LLC and has prior experience at LPL Financial, Investment Centers of America, Inc., and Union State Bank. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, with an investment approach that includes diversified low-cost funds, individual securities, and independent managers, applying both fundamental and technical analysis.
CFP®, ChFC®, Series 63, Series 66
Beulah, ND
Edward Jones
Deanne Gierke is a financial advisor at Edward Jones with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1998. Outside of her advisory role, she is an author of a book titled "Adulting 101," which teaches financial basics to high school students, and she designs and writes biblical-based journals. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.
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