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Michael Rush Noland

Advisor at Eagle Strategies (NY Life) — Tulsa, OK W 6th Street

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

44 years

Location

Tulsa, OK 74119-5419

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,508

Across 961 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Michael Noland is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has worked with Integrated Financial, Eagle Strategies, Nylife Securities Inc., and New York Life Insurance Co. since 1972. Noland is also actively involved in the Tulsa Estate Planning Forum, having served as its president and remains a board member, and participates in the National Association of Estate Planners & Councils committees. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides a range of program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

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

Tulsa, OK W 6th Street

15 W 6th Street, 25th Floor

Tulsa OK 74119-5419

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

44 years of industry experience

Integrated Financial

2002 - Present • 24 years

Tulsa, OK

Eagle Strategies (NY Life)

1998 - Present • 28 years

Tulsa, OK

Nylife Securities Inc.

1985 - Present • 41 years

Tulsa, OK

New York LIfe Insurance Co.

1972 - Present • 54 years

Tulsa, OK

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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Tracy D

Series 65

Jenks, OK

Blue Jean Financial LLC

Tracy Dickinson is a financial advisor at Blue Jean Financial LLC with a Series 65 designation. She has been with Blue Jean Financial and its predecessor since 2021 and previously worked at Noonday Collections for eight years. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages about $95 million across approximately 284 client relationships, using customized portfolios with a long-term orientation supported by both fundamental and technical analysis.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
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Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Marquay Baul is a financial advisor at Integra Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sowell Management Services and Arvest Private Bank. Outside of his advisory role, Baul owns Integra Management Group, a business management and consulting firm, and serves in leadership and mentoring roles with several nonprofit organizations, including as board chair of Alzheimer’s Diversity Outreach Services. Integra Private Wealth Management, LLC serves professional athletes, entertainment professionals, high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans, providing investment management, financial planning, and employee retirement plan advisory services. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and utilizes diversified, passively managed funds alongside individualized strategies.

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
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Sandra M

Series 65

Tulsa, OK

Sandman Wealth Management

Sandra Minardi is a financial advisor with Sandman Wealth Management in Tulsa, OK. She holds a Series 65 designation and has five years of industry experience. Sandra serves on the board of John 3:16 Mission, a faith-based organization. Sandman Wealth Management provides investment advice to individuals, high-net-worth investors, corporate clients, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, using fundamental, technical, and cyclical analysis to guide portfolio management.

Wealth management Retirement income strategy General tax planning
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Cole M

Series 66

Tulsa, OK

Mendenhall Capital Management

Cole Mendenhall is a financial advisor at Mendenhall Capital Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Morgan Stanley, and in various consulting and entrepreneurial roles. Mendenhall Capital Management provides personalized investment management and financial planning services to individuals, families, small businesses, and nonprofit organizations. The firm employs a long-term, fundamental-analysis approach focused on diversification, tax awareness, and disciplined portfolio construction, typically managing accounts on a discretionary basis while offering fixed-fee financial planning and standalone investment plans.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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John D

Series 63, Series 65

Broken Arrow, OK

Wealth Advisors, L.L.C.

John Day is a financial advisor with Wealth Advisors, L.L.C. in Broken Arrow, Oklahoma, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wealth Advisors, L.L.C. since 2004. Wealth Advisors, L.L.C. serves individual investors, including high-net-worth households, and select corporate clients by providing asset management and portfolio consulting services. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis alongside quantitative risk metrics to manage diversified portfolios across traditional, conservative, and aggressive strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management

Jonathan P

CFP®

Tulsa, OK

Realm Financial Planning

Many of the people I work with are thoughtful individuals and families who are building meaningful lives - often while running businesses, raising families, or serving others through their work. In a culture that often glorifies hustle and constant productivity, I help clients step back, clarify what matters most, and make financial decisions that help balance the ideal with the real (aligning long-term hopes with the practical realities of life today). I provide ongoing financial planning and investment management designed to help clients steward their resources wisely. My approach focuses on simplicity, thoughtful decision-making, and long-term alignment between finances and life priorities. That may include conversations around cash flow, taxes, investments, insurance, retirement, or major life decisions, but the goal is always the same: helping clients use their resources in ways that support the life they actually want to live. I enjoy getting to know the people I work with and learning their stories. I’m at my best as an advisor when I know my clients well, and when they know me as well. My role is part guide, part sounding board, and part planner, helping clients think through complex decisions and move forward with confidence. Outside of financial planning, I’m a husband and soon-to-be father who enjoys making pro-level pizza on my Ooni pizza oven, learning from the Bible Project, and playing hockey.

Business ownership considerations Young Professionals Work/Life Balance Gen Y/Millennials (Born 1980-1995)
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