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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

2,524

Across 963 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. He is currently with One Wealth Map, LLC and previously worked at RubinBrown Advisors LLC and Wealth Management Advisors, Inc. One Wealth Map serves individual clients, including high-net-worth households, offering investment supervisory services, financial planning, and insurance and tax-related reviews. The firm employs model portfolios, tax-aware tools, and selective option strategies, providing tiered service levels that can include family-office oversight and entity-level tax support.

Tax-loss harvesting Retirement withdrawal strategies Long-term care insurance Options & derivatives strategies Executive Founder/Business Owner
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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 credentials and over 22 years of industry experience. His prior roles include positions at Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation, alongside operating a sole proprietorship focused on fixed life insurance and annuities. Corriere also serves as a Major Reservist in the U.S. Army. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios based on fundamental analysis and ongoing monitoring.

Business exit / sale strategy Debt management
user avatar

Robin F

CFP®, Series 66

Rock Springs, WY

Wood Wealth Group, LLC

Robin Faulkner Harrison is a CFP® with eight years of industry experience, currently serving as an advisor at Wood Wealth Group, LLC. His prior roles include positions at Faulkner & Harrison Wealth Management, O.N. Investment Co., and Waddell and Reed. He is also licensed to sell insurance products and maintains a related insurance brokerage business. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm employs a diverse investment process incorporating fundamental analysis, modern portfolio theory, and technical analysis, and offers both discretionary and non-discretionary management.

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 with Empower Advisory Group in Green River, Wyoming, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her prior roles include positions with LPL Financial, J.W. Cole Advisors, and Wells Fargo. She serves on the board of 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, offering an integrated service model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and participant savings rates through proprietary and third-party planning methodologies.

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