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Luke Henry

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Wellsville, KS 66092

Credentials

Series 63, Series 65

Industry experience

4 years

About

Luke Henry is a financial advisor with Eagle Strategies (New York Life) based in Overland Park, Kansas, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Eagle Strategies since 2024 and previously spent 15 years with Knights of Columbus Insurance. Outside of his advisory role, Henry serves as a City Council member for Wellsville, Kansas. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, with a substantial portion of 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 income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

504 Main St

Wellsville, KS 66092

Most active in

Kansas

Work history

Henry Financial Solutions, LLC

2025 - Present (1 year)

Eagle Strategies (NY Life)

2024 - Present (2 years)

NYLIFE Securities LLC

2024 - Present (2 years)

New York Life Insurance Company

2024 - Present (2 years)

Knights of Columbus Asset Advisors LLC

2021 - 2024 (3 years)

Knights of Columbus Insurance

2009 - 2024 (15 years)

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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General retirement planning Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
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College savings (529s, UTMA, etc.) Life insurance needs analysis Debt management
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ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Series 66

Olathe, KS

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Tax-loss harvesting
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