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Michael Brown

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Hamilton, MO 64644

Credentials

Series 63, Series 65

Industry experience

30 years

About

Michael Brown is a financial advisor with Eagle Strategies (a New York Life company) based in Hamilton, Missouri. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been associated with Himmelberg-Brown & Associates since 2003 and with NYLife Securities Inc. since 1995. Outside of his advisory work, Brown is involved in cattle production and serves in various community roles including trustee of the J.C. Penney Memorial Library & Museum Maintenance Trust and board member of both the Lloyd R. Wallace Charitable Foundation and the Cameron Regional Medical Center. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and employs third-party managers and model portfolios, with a notable combination of advisory services and affiliated insurance and broker-dealer capabilities as part of New York Life.

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

107 N. Davis

Hamilton, MO 64644

Most active in

Kansas · Missouri

Work history

Himmelberg-Brown & Associates

2003 - Present (23 years)

Nylife Securities Inc.

1995 - Present (31 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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CFP®, Series 63, Series 66

Cameron, MO

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Roger M

Series 63

Cameron, MO

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Roger McCoy is a financial advisor with Raymond James Financial, holding a Series 63 designation and 47 years of industry experience. He has operated Roger McCoy Financial Services LLC since 1984 and has been associated with Raymond James in various capacities since 1999. In addition to his advisory work, he manages rental real estate properties. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed risk profiling and asset allocation analysis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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