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
Series 65, Series 63
Experience Industry experience
2 years
Location
Bismarck, ND 58501
Eagle Strategies (NY Life)
Enterprise
Shane Asbury is a financial advisor with Eagle Strategies (NY Life) in Bismarck, ND. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked at NYLIFE Securities LLC and New York Life. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions across multiple program types within an integrated New York Life affiliate structure.
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
Bismarck, ND College Drive
1100 College Drive, Suite 3
Bismarck ND 58501
Advisors at this office
3
North Dakota
2 years of industry experience
Wealth and Health Strategies
2026 - Present • 1 year
Bismarck, ND
Eagle Strategies (NY Life)
2026 - Present • 1 year
Bismarck, ND
NYLIFE Securities LLC
2024 - Present • 2 years
Bismarck, ND
New York Life
2023 - Present • 3 years
Bismarck, ND
Beutler Excavating
2021 - 2023 • 2 years
Bismarck, ND
Rampart ServicesLLC
2020 - 2021 • 1 year
Castle Rock, CO
Lifetime Coatings
2019 - 2020 • 1 year
Denver, CO
Colorado Liquid Floors
2018 - 2019 • 1 year
Castle Rock, CO
C lazy T tree Movers
2015 - 2018 • 3 years
Elbert, CO
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.
Series 65
Bismarck, ND
Strategic Applications and Solutions, LLC
Nathan Huntington is affiliated with Strategic Applications and Solutions, LLC and holds a Series 65 credential. He has experience working at Peraton and the Theodore Roosevelt Medora Foundation. Outside of his advisory work, he is involved with Hesperus Luxury Travel, LLC and previously served in the U.S. Marine Corps. Strategic Applications and Solutions provides financial planning and consulting services to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers client-tailored financial plans and serves as a co-advisor alongside an unaffiliated asset manager, focusing on a Modern Portfolio/Efficient Market investment approach.
Series 63, Series 65, Series 66
Bismarck, ND
Dakota Wealth Advisors LLC
Trevor Leidy is a financial advisor at Dakota Wealth Advisors LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gradient Advisors LLC and Investment Centers of America. Dakota Wealth Advisors LLC provides personalized financial planning and discretionary portfolio management to individual and high-net-worth clients, employing a research-driven approach that combines fundamental and technical analysis with active trading and derivative strategies. The firm offers a broad range of investment instruments and uses Interactive Brokers for custody and trading.
CFP®, Series 63, Series 65
Bismarck, ND
Fleischer & Johnson Wealth Management, Inc.
Erik Johnson is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Fleischer & Johnson Wealth Management, Inc. He previously worked at VPWM Advisors LLC, Nrp Advisors, and LPL Financial. Fleischer & Johnson Wealth Management, Inc. provides discretionary portfolio management to individuals and high-net-worth clients and serves as both sponsor and portfolio manager of a wrap fee program. The firm employs a long-term, modern portfolio theory approach, operates primarily under discretionary authority, and manages approximately $102 million across about 232 client accounts.
Series 63, Series 65
Bismarck, ND
Power Wealth Management, LLC
John Power is the sole advisor at Power Wealth Management, LLC in Bismarck, ND, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has operated Power Wealth Management since 2013 and also owns Power Financial, a CPA firm providing tax and accounting services, where he has been involved since 1991. Power serves as the chapter president of his local NAIFA chapter. Power Wealth Management primarily advises pension and profit-sharing plans and other institutional clients by soliciting third-party money managers and providing financial planning and consulting to plan sponsors. The firm delivers written evaluations and tailored plans, referring clients to external managers rather than directly managing assets or exercising discretionary authority.
CFP®, Series 66
Bismarck, ND
Capital City Wealth Management, Inc.
Benjamin Brandt is a CFP® with 18 years of industry experience, currently serving at Capital City Wealth Management, Inc. in Bismarck, ND. He has hosted the Retirement Starts Today Radio podcast since 2015 and is the sole member and content creator for Retire Ready Resources LLC, where he produces books, podcasts, YouTube channels, and online courses related to retirement. Capital City Wealth Management, Inc. serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning through a wrap fee program. The firm uses diversified, risk-based portfolios tailored by investment policy statements and risk-tolerance questionnaires, employing strategic, tactical, and dynamic allocation approaches with ongoing reviews.
CFP®, Series 66
Mandan, ND
Bona Fide Finance
Benjamin Martinek is a CFP® and Series 66-registered advisor with 11 years of experience. He is a co-founder of Magni Publicani LLP, doing business as Magni Tax Experts, where he dedicates about 25% of his time. Martinek has worked at Bona Fide Finance, LLC since 2015 and has prior experience with Magnum LTL. Bona Fide Finance provides financial planning and advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plan consulting for employer plan sponsors. The firm emphasizes fixed-fee and ongoing comprehensive planning, utilizing passive investment strategies and third-party managers.
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