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 63, Series 66
Experience Industry experience
20 years
Location
Cape Coral, FL
Eagle Strategies (NY Life)
Enterprise
Luke Finchem is a financial advisor with Eagle Strategies (NY Life) based in Cape Coral, FL. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at New York Life Insurance Company and NYLife Securities LLC since 2005, as well as operating 2M Financial Group, LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary asset management 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
Cape Coral, FL
Cape Coral FL
Advisors at this office
2
Florida
20 years of industry experience
2M Financial Group, LLC
2024 - Present • 2 years
Cape Coral, FL
Eagle Strategies (NY Life)
2023 - Present • 3 years
Cape Coral, FL
Dutch Girl Brewery, LLC
2013 - 2017 • 4 years
Spring Lake, MI
NYLife Securities Llc
2005 - Present • 21 years
Okemos, MI
New York Life insurance company
2005 - Present • 21 years
Okemos, MI
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.
Verified by Warmer
Series 66
Cape Coral, FL
Juth Investment Advisory
Ruth Grogan is a financial advisor at Juth Investment Advisory with three years of industry experience. She holds a Series 66 designation and has worked at Pershing LLC, BNY Mellon, and MTA. Juth Investment Advisory provides personalized financial planning and discretionary investment management primarily to individuals and small businesses. The firm employs a hybrid asset-management approach combining strategic and tactical allocation, utilizing both fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.
Verified by Warmer
Series 63, Series 66
Cape Coral, FL
Juth Investment Advisory
Jonathan Grogan is a financial advisor at Juth Investment Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Pershing LLC, Evergreen, and Northwestern Mutual. Outside of finance, he is the managing partner of Jonathan Grogan Acting Services LLC, pursuing acting roles in TV and film. Juth Investment Advisory provides personalized financial planning and discretionary investment management primarily to individuals and small businesses. The firm uses a hybrid asset-management approach combining strategic and tactical allocation, employing fundamental and technical analysis to tailor portfolios that include equities, options, ETFs, fixed income, and limited cryptocurrency exposure.
Series 63, Series 66
Ft. Myers, FL
Silver Thread Investments
Brian Burgan is a financial advisor at Silver Thread Investments in Ft. Myers, FL, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Silver Thread Investments since 2011. Outside of his advisory role, he is involved in real estate development through interests in several limited liability companies. Silver Thread Investments provides money management and investment consulting primarily to individual clients, as well as trusts, small businesses, and other entities. The firm employs a combination of fundamental, quantitative, and technical analysis to build core, long-term portfolios focused on stocks and bonds.
Series 66
Fort Myers, FL
Roscoe Capital Management, LLC
Andrew Pastrikos is a financial advisor with Roscoe Capital Management, LLC in Fort Myers, FL. He holds the Series 66 designation and has 12 years of industry experience. He has been with Roscoe Capital Management since 2015. Roscoe Capital Management provides discretionary portfolio management to individual and high-net-worth clients, applying a value-investing approach based on fundamental analysis. The firm offers both asset-based and performance-based fee arrangements and conducts periodic educational workshops on personal finance and investing.
Series 66
Fort Myers, FL
CPK Wealth Management LLC
Chad Kunc is a financial advisor with CPK Wealth Management LLC in Fort Myers, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC before founding his current firm in 2018. Kunc is also a licensed insurance professional and dedicates a small portion of his time to this activity. CPK Wealth Management provides discretionary investment management, comprehensive wealth management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm employs a relative-strength process combined with fundamental and technical analysis to construct portfolios with a generally long-term orientation, and it offers specialized retirement-plan and pension consulting services including ERISA fiduciary support.
CFP®, Series 63
Cape Coral, FL
Legacy Wealth Management, Inc.
Andrew Court is a CFP® professional with 36 years of industry experience, currently serving as the sole advisor at Legacy Wealth Management, Inc. in Cape Coral, FL. His career includes roles in real estate and insurance, with active involvement as a licensed real estate agent and insurance agent. Outside of advisory services, he owns and manages multiple property-related businesses and operates a charter boat business. Legacy Wealth Management, Inc. is an independent advisory firm offering discretionary asset management, financial planning, and educational seminars to individual clients. The firm employs a blend of fundamental and technical analysis across various investment strategies, managing portfolios on a discretionary basis with quarterly reviews.
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