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Kristen Michelle Ellifritz

Advisor at Eagle Strategies (NY Life) — Rock Springs, WY 2001 Dewar Drive

Updated today

Credentials

Series 63, Series 66

Experience

9 years

Location

Rock Springs, WY 82901

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,484

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Kristen Ellifritz is a financial advisor with Eagle Strategies (NY Life) based in Rock Springs, Wyoming. She holds Series 63 and Series 66 designations and has nine years of industry experience. Prior to joining Eagle Strategies in 2020, she worked at Mountain View Regional Hospital and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of her advisory role, she volunteers as a team manager for the Wyoming Soccer Association. 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 offers a range of program types, with most assets managed on a non-discretionary basis.

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

Rock Springs, WY 2001 Dewar Drive

2001 Dewar Drive, Suite 260

Rock Springs WY 82901

Advisors at this office

1

Most active in

Wyoming

Work history

9 years of industry experience

Eagle Strategies (NY Life)

2020 - Present • 6 years

Casper, WY

Mountain View Regional Hospital

2017 - 2018 • 1 year

Casper, WY

NYLIFE Securities LLC

2017 - Present • 9 years

Casper, WY

New York Life Insurance Co.

2017 - Present • 9 years

Casper, WY

Homemaker

2016 - 2017 • 1 year

Casper, WY

Mountain View Regional Hospital

2016 - 2016 • 1 year

Casper, WY

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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Christopher W

CFP®

Rock Springs, WY

One Wealth Map, LLC

Christopher Wurst is a CFP® professional with seven years of industry experience, currently serving at One Wealth Map, LLC since 2025. He previously worked at RubinBrown Advisors LLC for five years and Wealth Management Advisors, Inc. for five years. One Wealth Map provides investment advisory and financial planning services to individuals, businesses, family foundations, trusts, and charitable organizations. The firm employs a layered portfolio approach combining fixed investments and equities, utilizes both fundamental and technical analysis, and offers flexible discretionary and non-discretionary management options.

Retirement income strategy Tax-loss harvesting Options & derivatives strategies General estate planning guidance General tax planning
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Kevin H

Series 65

Rock Springs, WY

Wood Wealth Group, LLC

Kevin Harrison is a financial advisor at Wood Wealth Group, LLC in Rock Springs, WY. He holds a Series 65 designation and has been working in the financial services industry since 2025. Prior to joining Wood Wealth Group, he has held various roles outside of finance, including positions at Bed Company, LLC and East Coast Insurance Providers. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services, offering both one-time written plans and ongoing advisory relationships. The firm employs a range of investment strategies, including fundamental analysis, modern portfolio theory, and technical analysis, and utilizes tools such as options, margin, and short sales.

Options & derivatives strategies Annuities Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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Alexander C

Series 63, Series 66

Rock Springs, WY

Empirikal Partners LLC

Alexander Corriere is a financial advisor with Empirikal Partners LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Supreme Alliance LLC, Lincoln Investment, Legend Advisory Corporation, and running his own sole proprietorship focused on fixed life insurance and annuities sales. He also serves as a Major Reservist in the U.S. Army. Empirikal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $87.5 million across about 199 client relationships, offering tailored investment programs based on fundamental analysis and periodic portfolio reviews conducted by a team of ten advisors.

General retirement planning Business exit / sale strategy
user avatar

Robin F

CFP®, Series 66

Rock Springs, WY

Wood Wealth Group, LLC

Robin Faulkner Harrison is a financial advisor with Wood Wealth Group, LLC in Rock Springs, Wyoming, holding CFP® and Series 66 designations with eight years of industry experience. Prior to joining Wood Wealth Group in 2021, Harrison worked at Northwestern Mutual and Waddell and Reed. Outside of advisory services, Harrison is licensed to sell insurance products, including life and disability insurance, fixed and variable annuities, and long-term care insurance. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning, employing a range of investment strategies including fundamental analysis, modern portfolio theory, and technical analysis. The firm offers both discretionary and non-discretionary management and utilizes a variety of instruments, including private placements and precious-metal ETFs.

Options & derivatives strategies Annuities Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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Doran J

Series 63, Series 65

Rock Springs, WY

J. W. Cole Advisors, Inc.

Doran James is a financial advisor at J.W. Cole Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 12 years. Outside of his advisory role, he is a partner at Wyoming Wealth Management, LLC, where he is involved in client relations and business continuity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Jennifer D

Series 63, Series 66

Green River, WY

Empower Advisory Group

Jennifer Drinkle is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at LPL Financial, J.W. Cole Financial, and Wells Fargo. She serves as a board member for Cowboys Against Cancer, a nonprofit organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm offers an integrated service model tied to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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