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 63, Series 65
Experience Industry experience
29 years
Location
Morgan City, LA 70380
Eagle Strategies (NY Life)
Enterprise
Timothy Hebert is a financial advisor with Eagle Strategies (NY Life) based in Morgan City, LA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1996. He serves as a Sergeant at Arms on the local Rotary Board. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.
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
Morgan City, LA
1201 Brashear Avenue, 4th Fl, Rms 441 443
Morgan City LA 70380
Advisors at this office
1
Louisiana · Texas
29 years of industry experience
New York Life Ins. Co.
1996 - Present • 30 years
New Orleans, LA
Nylife Securities Inc.
1996 - Present • 30 years
New Orleans, LA
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.
PFS™, Series 66
Morgan City, LA
Avantax Planning Partners, Inc.
Lauren Hebert is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ and Series 66 designations and bringing 20 years of industry experience. She has a background that includes extensive work with Avantax-related entities and Cetera, as well as a longstanding association with the CPA firm Darnall, Sikes & Frederick, where she is a shareholder. Outside of advising, she serves on the Nicholls State University Accounting Advisory Board and manages small business ventures including an eBay sales operation and a crafts boutique. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm employs firm-designed style allocation models and tax-intelligent strategies, serving individuals, pension plans, charitable organizations, and businesses with over $7.5 billion in assets under management.
PFS™, Series 66
Morgan City, LA
Avantax Planning Partners, Inc.
John Armato is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ and Series 66 credentials and having 20 years of industry experience. He has held roles at various firms including Avantax Investment Services, Cetera Wealth Services, and a longstanding position at the CPA firm Darnall, Sikes & Frederick. Outside of his financial advisory work, he is involved as a member of a hunting club LLC and serves as a trustee for multiple trusts. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, and businesses. The firm delivers investment management mainly through style allocation models overseen by an investment advisory committee, offering tax-intelligent strategies and centralized trading primarily through CPA firm networks and registered advisors.
PFS™
Morgan City, LA
Avantax Planning Partners, Inc.
Claire Reiners is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. She has worked at several firms including Cetera and Darnall Sikes Wealth Partners, LLC, and also manages accounting and tax services as a manager at Darnall, Sikes & Frederick CPAs. Outside of her advisory role, Reiners serves as treasurer for the Louisiana Shrimp and Petroleum Festival and Fair Association and is a board member of the Morgan City Rotary Club. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes firm-designed style allocation models with an emphasis on tax-intelligent strategies, serving approximately 7,500 clients through a network of CPA firms and advisors.
CFP®, Series 63
Morgan City, LA
Avantax Planning Partners, Inc.
Robert Marcell is a CFP® professional with 36 years of industry experience. He is currently with Avantax Planning Partners, Inc. and has held various roles within the Avantax and Cetera organizations since 2011. Marcell also serves as secretary for Mako Partnership and Div-Tech Supply, Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through CPA networks and registered advisors, managing approximately $7.57 billion in assets as of 2025.
Morgan City, LA
Ameritas Advisory Services, LLC
Craig Walker is a financial advisor with Ameritas Advisory Services, LLC, holding 26 years of industry experience. He has held roles at Ameritas-related entities since 2006 and serves as President of C&W Financial Services, Inc., where he has been involved in employee benefits and financial planning since 1988. In addition to his advisory work, he is active in insurance and employee benefits through INSGroup. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management using model portfolios, third-party sub-advisers, and custom strategies, with a strong focus on retirement-plan consulting and fiduciary advice for plan sponsors and participants.
Series 66
Morgan City, LA
Edward Jones
Jakob Dworaczyk is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2017 and previously worked at iBeria Financial Services from 2010 to 2017. Jakob is based in Morgan City, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment strategies supported by a large national network of financial advisors and branch offices.
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