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Credentials
Series 63, Series 66
Experience Industry experience
9 years
Location
Black River Falls, WI
Eagle Strategies (NY Life)
Enterprise
Kristin Stutz is a financial advisor with Eagle Strategies (NY Life) based in Black River Falls, WI, holding Series 63 and Series 66 licenses and nine years of industry experience. She operates Illume Financial Strategies LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Kristin has also worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and manages a substantial portion of its assets on a non-discretionary basis through 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
Black River Falls, WI
Black River Falls WI
Advisors at this office
1
Texas · Wisconsin
9 years of industry experience
Illume Financial Strategies LLC
2021 - Present • 5 years
Black River Falls, WI
Eagle Strategies (NY Life)
2020 - Present • 6 years
Black River Falls, WI
NYLIFE Securities LLC
2017 - Present • 9 years
Madison, WI
New York Life Insurance Co.
2017 - Present • 9 years
Madison, WI
Deeper Roots Coaching, LLC
2013 - 2022 • 9 years
Black River Falls, WI
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
Black River Falls, WI
Great Valley Advisor Group, LLC
April Breheim is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. She has worked at LPL Financial, LLC since 2015 and was previously employed by Jackson County Bank from 2015 to 2021. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers to tailor portfolios.
Series 66
Black River Falls, WI
Edward Jones
Kristin Franks is a financial advisor with Edward Jones in Black River Falls, Wisconsin, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Franks serves as a board member for both the Black River Country Chamber of Commerce and the Black River Falls Public Library. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.
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