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Credentials
Series 66
Experience Industry experience
18 years
Location
Lincoln, MI 48742
Eagle Strategies (NY Life)
Enterprise
Kevin Friddle is a financial advisor with Eagle Strategies (New York Life) in Lincoln, Michigan, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Huntington Investment Company and CUSO Financial Services. Outside of his advisory work, he serves in leadership and volunteer roles with the Alcona Masonic Lodge, the Boy Scouts of America Michigan Crossroads Council, and the Grand Lodge of Free and Accepted Masons in Michigan. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
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
Lincoln, MI
4159 Hazel Road
Lincoln MI 48742
Advisors at this office
1
Michigan
18 years of industry experience
Eagle Strategies (NY Life)
2020 - Present • 6 years
Grand Rapids, MI
New York Life Insurance Co
2020 - Present • 6 years
Grand Rapids, MI
NYLIFE Securities LLC
2020 - Present • 6 years
Grand Rapids, MI
The Huntington Investment Company
2018 - 2020 • 2 years
Alpena, MI
Cuso Financial Services, Lp
2014 - 2018 • 4 years
San Diego, CA
Edward Jones
2008 - 2014 • 6 years
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.
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