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Credentials
Series 63, Series 65
Experience Industry experience
6 years
Location
Corydon, IA 50060
Eagle Strategies (NY Life)
Enterprise
Tate Felton is a financial advisor with Eagle Strategies (NY Life) based in Corydon, IA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior experience includes five years at Guardian Life Insurance Company, Park Avenue Securities, and Financial Architects. Outside of his advisory role, Felton operated Johnny's Italian Steakhouse for four years. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis 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
Corydon, IA
203 West Jackson Street
Corydon IA 50060
Advisors at this office
1
Iowa · Texas
6 years of industry experience
Felton Financial
2024 - Present • 2 years
Corydon, IA
Eagle Strategies (NY Life)
2024 - Present • 2 years
Ankeny, IA
NYLIFE Securities LLC
2024 - Present • 2 years
Ankeny, IA
New York Life Insurance Co
2024 - Present • 2 years
Ankeny, IA
Guardian life Insurance Company
2019 - 2024 • 5 years
Clive, IA
Park Avenue securities
2019 - 2024 • 5 years
Clive, IA
Financial Architects
2019 - 2024 • 5 years
Clive, IA
Johnny's Italian Steakhouse
2016 - 2020 • 4 years
Altoona, IA
Iowa State University
2016 - 2020 • 4 years
Ames, IA
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.
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