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Nathan Sebesta

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Artesia, NM 88210

Credentials

CFP®, ChFC®, Series 63

Industry experience

10 years

About

Nathan Sebesta is a CFP® and ChFC® with 10 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His prior roles include positions at Access Wealth Strategies, LLC, New York Life Insurance Company, and MWA Financial Services Inc. Outside of his advisory work, he is involved with family land and property holding entities. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary 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

212 W Main Street, Suite B

Artesia, NM 88210

Most active in

New Mexico · Texas

Work history

Access Benefit Services, LLC

2022 - Present (4 years)

Eagle Strategies (NY Life)

2022 - Present (4 years)

NYlife Securities LLC

2022 - Present (4 years)

Access Wealth Strategies, LLC

2018 - Present (8 years)

Eagle Strategies (NY Life)

2018 - 2022 (4 years)

NYlife Securities LLC

2018 - 2022 (4 years)

New York Life Insurance company

2018 - Present (8 years)

MWA Financial Services Inc

2015 - 2018 (3 years)

Modern Woodmen Of America

2015 - 2018 (3 years)

BRI Bagwell Music LLC

2010 - 2019 (9 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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Jack B

Series 63, Series 66

Artesia, NM

Creative Financial Designs, Inc.

Jack Brannan is a financial advisor at Creative Financial Designs, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Investment and Capital Analysts Incorporated. Outside of his advisory role, he owns and manages Brannan Financial Group, a financial services and fixed insurance sales business. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Jarrod M

Series 66

Artesia, NM

Kestra Advisory

Jarrod Moreau is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Lincoln Investment and Capital Analysts Inc. He serves as a city councilman for Artesia, New Mexico, and is chairman of the Artesia Special Hospital District Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Samuel H

Series 66

Artesia, NM

Edward Jones

Samuel Hagelstein is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at First American Bank for six years. Outside of his advisory role, he assists with cattle ranching operations in Roswell and Artesia, New Mexico. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert W

Series 63, Series 65

Artesia, NM

Primerica Advisors

Robert Wachter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2017. Prior to that, he worked at Central Valley Electric Coop., Inc. from 2012 to 2018 and was involved with the Artesia Chamber of Commerce for four years. In addition to his advisory role, he participates in sales of home security and automation products as well as loan product referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, featuring model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, providing portfolio management primarily for retail clients rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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