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Tamara Jean Burke

Advisor at Eagle Strategies (NY Life) — Spearfish, SD

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

Spearfish, SD 57783

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,484

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Tamara Burke is a financial advisor with Eagle Strategies (NY Life) in Spearfish, SD, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has been with Eagle Strategies since 2008 and has longstanding ties to New York Life and its affiliated entities beginning in 2003. Burke serves on the board of the Black Hills State University Foundation and is an officer of Deadwood History Inc., which manages several historical museums. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and institutional retirement plans. The firm delivers solutions through multiple program types with an emphasis on tailoring advice to client objectives and maintains a predominantly non-discretionary asset management approach.

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

Spearfish, SD

330 W Illinois, Po Box 157

Spearfish SD 57783

Advisors at this office

1

Most active in

South Dakota · Wyoming

Work history

23 years of industry experience

Eagle Strategies (NY Life)

2008 - Present • 18 years

Spearfish, SD

Financial Benefits Inc

2007 - Present • 19 years

Sperfish, SD

NYLife Securities LLC

2003 - Present • 23 years

Casper, WY

New York Life Insurance Company

2003 - Present • 23 years

Casper, WY

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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Kathleen B

Series 63, Series 66

Spearfish, SD

Hightower Advisors

Kathleen Barlow is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Journey Strategic Wealth LLC, Women’s Inspired Network, and Raymond James Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds through a model focused on manager selection and multi-manager solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Clint M

Series 63, Series 65

Spearfish, SD

Voya financial Advisors, Inc.

Clint Meyer is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Voya since 2014 and has also owned Spearfish Insurance Brokerage since 2004. Outside of his advisory role, Meyer is involved in insurance sales and participates in a hunting farm partnership. Voya Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based programs.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Ryan A

Series 66

Spearfish, SD

Edward Jones

Ryan Aalbu is a financial advisor with Edward Jones in Spearfish, South Dakota. He holds the Series 66 license and began his advisory role at Edward Jones in 2025. Prior to this, he spent 18 years with Northern Hills Training Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

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

Series 66

Spearfish, SD

LPL Financial

Emily Robison is a Series 66 licensed financial advisor with LPL Financial, based in Spearfish, SD, and has five years of industry experience. She has been associated with LPL Financial since 2007. Additionally, she is a commissioned notary and operates a separate business entity, Hometown Girl Securities, LLC, for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting through a network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar

Caleb M

CFP®, Series 66

Spearfish, SD

LPL Financial

Caleb Montag is a CFP® professional affiliated with LPL Financial, holding the Series 66 designation and bringing 12 years of industry experience. He has worked at LPL Financial since 2018, including his current role starting in 2024, with previous experience at Securities America Advisors and SII Investments. Outside of his advisory work, Montag owns two businesses, Bird Dog Distribution, LLC, and Flyover Precision AG. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning and various advisory programs, combining discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar

Gwen M

Series 66

Spearfish, SD

LPL Financial

Gwen Martin is a financial advisor with LPL Financial, holding a Series 66 designation and over 18 years of industry experience. Her prior work includes roles at Ameriprise Financial Services, Diane Chamberlain, and Waddell & Reed, Inc. She is also licensed as an insurance agent with various carriers through W&R Insurance Agencies. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning and retirement consulting, supported by in-house and third-party research and portfolio management options.

College savings (529s, UTMA, etc.)
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