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
ChFC®, Series 63
Experience Industry experience
31 years
Location
Sturgeon Bay, WI 54235
Eagle Strategies (NY Life)
Enterprise
Richard Price is a financial advisor with Eagle Strategies (NY Life) in Sturgeon Bay, Wisconsin. He holds the ChFC® and Series 63 designations and has 31 years of industry experience. Price previously founded Price Financial Group and has been affiliated with New York Life and NYLIFE Securities LLC throughout his career. Outside of advisory work, he serves as a referee for the Door County Men's Over 30 Basketball League and owns a business brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis, working with a diverse range of clients including retirement investors and institutional plan sponsors.
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
Sturgeon Bay, WI
44 S Madison Avenue
Sturgeon Bay WI 54235
Advisors at this office
1
Wisconsin
31 years of industry experience
Eagle Strategies (NY Life)
2024 - Present • 2 years
Sturgeon Bay, WI
Price Financial Group
2007 - Present • 19 years
Sturgeon Bay, WI
NYLIFE SecurIties LLC
1995 - Present • 31 years
Madison, WI
New York Life Insurance Company
1995 - Present • 31 years
Madison, WI
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.
CFP®, Series 63, Series 65
Sturgeon Bay, WI
Harbour Investments, Inc.
Jeffrey Jahnke is a CFP® with 25 years of industry experience, currently serving at Harbour Investments, Inc. since 2018. Prior to that, he worked for 16 years at Woodbury Financial Services. Outside of his advisory role, Jahnke is involved in a coffee shop and tap house business in Sturgeon Bay, where he acts as the financial backer and business consultant. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to build customized strategies and offers both discretionary and non-discretionary portfolio management.
Series 63, Series 65
Sturgeon Bay, WI
Benjamin F. Edwards & Company, Inc.
Jack Keller is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior firms include UBS Financial Services, Citigroup Global Markets, and Raymond James Financial Services. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including wrap-fee advisory programs, financial planning, and investment management, utilizing both proprietary and third-party strategies.
Series 63, Series 65
Sturgeon Bay, WI
Benjamin F. Edwards & Company, Inc.
William Maples is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Lido Advisors, Pegasus Partners Ltd., Raymond James, and the Wisconsin Department of Revenue. He studied at the University of Wisconsin - Madison for six years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement consulting, investment management, and brokerage services, utilizing proprietary and third-party strategies combined with in-house equity and fixed-income portfolios.
CFP®, Series 66
Sturgeon Bay, WI
RBC Capital Markets
Danny Hanson II is a CFP® professional with 12 years of industry experience, currently serving at RBC Capital Markets since 2018. His previous roles include positions at Nicolet Advisory Services, SII Investments, and Nicolet National Bank. Hanson serves on the boards of DOOR CANcer, Inc., a nonprofit organization, and the Sturgeon Bay Youth Baseball Program. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual, institutional, and charitable clients. The firm customizes strategies based on clients’ risk profiles and offers access to both in-house and third-party investment managers along with various portfolio management options.
Series 63
Sturgeon Bay, WI
RBC Capital Markets
Nancy Lake is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 37 years of industry experience. She has worked at RBC Capital Markets and its predecessor firm since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.
Series 63, Series 65
Sturgeon Bay, WI
Thrivent Investment Management
Brian Hartl is a financial advisor with Thrivent Investment Management in Sturgeon Bay, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Thrivent and its affiliates since 2020, and previously worked at Nicolet Wealth Management and Private Client Services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial plans across a broad range of topics without portfolio management or implementation services. The firm combines holistic, goal-based planning with optional managed-account programs under a consolidated billing option known as “WealthPlan.”
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)