Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Virginia Beach, VA 23451
Eagle Strategies (NY Life)
Enterprise
Kevin Cunningham is a financial advisor with Eagle Strategies (NY Life) based in Virginia Beach, VA. He holds a Series 66 designation and has been working in the industry since 2026. Prior to joining Eagle Strategies, he was affiliated with Heritage Business Strategies and New York Life. 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 multiple program types and emphasizes non-discretionary asset management 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
Virginia Beach, VA
1206 Laskin Road, Suite 230
Virginia Beach VA 23451
Advisors at this office
3
Texas · Virginia
< 1 year of industry experience
Eagle Strategies LLC
2026 - Present • 1 year
Virginia Beach, VA
NYLIFE Securities, LLC
2026 - Present • 1 year
Norfolk, VA
Heritage Business Strategies
2019 - Present • 7 years
Virginia Beach, VA
New York Life
2018 - 2019 • 1 year
Norfolk, VA
Unemployed/College Student
2016 - 2018 • 2 years
Athens, GA
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.
Series 63, Series 65
Chesapeake, VA
Nexus Wealth Management, LLC
David Wood is a financial advisor at Nexus Wealth Management, LLC in Chesapeake, VA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been a co-founder and managing partner of Nexus Financial, LLC since 2013, where he is involved in offering insurance services. Nexus Wealth Management provides financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm offers fixed-fee financial plans, ongoing portfolio management, and free educational seminars, employing tailored investment strategies that incorporate fundamental, technical, and cyclical analysis.
CFP®, Series 63, Series 65
Virginia Beach, VA
LTPlanners
Tami Aloisa is a CFP® professional based in Virginia Beach, VA, with 29 years of industry experience. She is the sole advisor at Life Transitions Planning LLC, where she has worked since 2020 and its predecessor entity since 2016. Her prior work includes roles at UBS Financial Services, Spire Wealth Management, and Zeiders. Aloisa also serves as secretary for Collaborative Divorce Solutions of Tidewater, a local networking group. Life Transitions Planning LLC serves individuals, high-net-worth families, trusts, and retirement plans, providing portfolio management, financial planning, and specialized divorce financial consulting. The firm’s investment approach includes equities, mutual funds, ETFs, and U.S. government securities, employing a mix of fundamental, quantitative, technical, and model-manager analysis.
CFP®, Series 63, Series 66
Virginia Beach, VA
Nautilus Financial Group, Inc.
Karrie Thomas is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Nautilus Financial Group, Inc. since 2017 and previously spent 16 years at Sheavly Financial Group, Inc. based in Virginia Beach, VA. Nautilus Financial Group provides investment advisory and consulting services primarily to individual and high-net-worth clients, as well as charitable organizations. The firm offers both non-discretionary advisory consulting and discretionary portfolio management through a sponsored wrap-fee program, managing approximately $65.7 million in client assets.
CFP®, Series 63
Virginia Beach, VA
Haven Financial Partners LLC
Allison Dubreuil is a CFP® with 11 years of industry experience. She is the owner of Excelworks LLC, a diving equipment sales business, and has worked at Haven Financial Partners LLC since 2025. Prior to that, she was with Greystone Financial Group, LLC and Wealthway Financial Advisors. Haven Financial Partners provides financial planning and investment advice to individuals and high-net-worth households as a fee-only adviser. The firm focuses on selecting and overseeing outside investment managers rather than directly managing client assets, offering a concierge, limited-client planning model with year-round coordination and implementation support.
Series 65
Virginia Beach, VA
Diversified Consumer Planning LLC
Christopher Meyers is a financial advisor at Diversified Consumer Planning LLC with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including CVS Health, PepsiCo, and ADP. Meyers is also the founder and principal of Vantage Point Analytics, a corporate finance consulting and strategic advisory firm. Diversified Consumer Planning LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm serves niche client segments such as active-duty and veteran submariners, finance professionals, and technology-oriented individuals, using a data-centric investment approach that integrates AI and machine learning with fundamental and quantitative analysis.
CFP®
Virginia Beach, VA
Planning Within Reach, LLC
Linda Rogers is a CFP® professional with 12 years of industry experience based in Virginia Beach, VA. She founded and has operated Planning Within Reach, LLC since 2012. Planning Within Reach provides personalized financial planning and investment management to individuals and families through fee-only, hourly, and project-based engagements. The firm employs a disciplined, long-term, passive investment strategy focused on broad diversification and low-cost index funds, serving a client base that includes single professionals, young families, pre-retirees, and retirees.
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