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Tyler Joseph Cahill

Advisor at Eagle Strategies (NY Life) — Adel, IA

Updated today

Credentials

Series 66

Experience

3 years

Location

Adel, IA 50003

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,503

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Tyler Cahill is a financial advisor with Eagle Strategies (NY Life) based in Adel, Iowa. He holds a Series 66 designation and has three years of industry experience. He operates under the DBA Innovative Financial Solutions Group to service clients with insurance and financial 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 across multiple advisory program types and manages a predominantly non-discretionary asset base.

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

Adel, IA

709 Main Street

Adel IA 50003

Advisors at this office

2

Most active in

Iowa

Work history

3 years of industry experience

Innovative Financial Solutions Group

2025 - Present • 1 year

Adel, IA

Innovative Financial Solutions

2023 - 2025 • 2 years

Adel, IA

Eagle Strategies (NY Life)

2023 - Present • 3 years

Ankeny, IA

NYLIFE Securities LLC

2023 - Present • 3 years

Ankeny, IA

New York Life Insurance Company

2023 - Present • 3 years

Ankeny, IA

Unemployed

2022 - 2023 • 1 year

Ames, IA

PreCon Demolition

2022 - 2022 • 1 year

Des Moines, IA

Unemployed

2021 - 2022 • 1 year

Ames, IA

Iowa State University

2020 - 2023 • 3 years

Ames, IA

Kaldebergs PBS Landscaping

2020 - 2021 • 1 year

Johnston, IA

Unemployed

2013 - 2020 • 7 years

Ankeny, IA

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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Alexandre D

CFA®

Clive, IA

Woodlands Capital Management, LLC

Alexandre Ducharme is a CFA® charterholder and the sole advisor at Woodlands Capital Management, LLC, where he has worked since 2014. He has 10 years of industry experience. Woodlands Capital Management is an independent registered investment adviser serving a small client base, including high-net-worth individuals, with approximately $5.8 million in discretionary assets under management. The firm offers long-only and long/short equity strategies based on fundamental analysis, emphasizing risk control and client objectives, and employs a performance-based fee structure for its long/short strategy with qualified clients.

Active portfolio management
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Joseph H

CFP®, Series 65

West Des Moines, IA

Hart Wealth Management

Joseph Hart is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He founded Hart Wealth Management in 2025 after seven years with West Financial Advisors, L.L.C. and nine years at RSM US LLP. Hart Wealth Management provides discretionary investment management, comprehensive financial planning, and investment-related tax planning to individuals, families, and businesses. The firm uses a long-term, multi-asset class approach with written investment policy statements and integrates tax-sensitive strategies such as tax-loss harvesting into its portfolio management.

Tax-loss harvesting Passive / index investing
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Michael B

CFP®, Series 66

Waukee, IA

Omni Wealth Management

Michael Banasiak is a CFP® professional with 20 years of experience in financial advising. He is the sole advisor at Omni Wealth Management, where he has worked since 2020. Prior to that, he was with Iron Horse Wealth Management for three years and Legacy Financial Group, LLC for eleven years. Omni Wealth Management is an independent firm that provides fee-only financial planning and personalized investment management to individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm manages discretionary, tailored portfolios through a mix of in-house advisers and outside portfolio managers, and it operates a wrap fee program designed to absorb transaction costs.

Wealth management Annuities
user avatar

Michael M

Series 63, Series 65

Urbandale, IA

DSM Financial L.L.C.

Michael Moller is the principal of DSM Financial L.L.C. in Urbandale, IA, with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked in various capacities within the financial services industry since 1984. In addition to his advisory role, Moller maintains a life insurance practice focusing on term and whole life insurance. DSM Financial L.L.C. serves approximately 200 client relationships, including high-net-worth individuals, plan sponsors, and business entities. The firm offers financial planning, educational seminars, retirement-plan consulting, and refers clients to registered third-party investment managers, acting as a liaison and providing non-discretionary ERISA services for retirement plans.

General retirement planning Cash flow / budgeting
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Lucas S

Series 65, Series 63

Van Meter, IA

Ashland Advisors PLLC

Lucas Speltz is the principal of Ashland Advisors PLLC, a state-registered independent investment advisory firm. He holds Series 65 and Series 63 licenses and has eight years of experience at Ashland Advisors alongside six years in a finance role at Blue Cross Blue Shield of Minnesota. In addition to his advisory work, he serves as chief financial officer for two small businesses, a coffee roasting company and a café. Ashland Advisors PLLC provides non-discretionary investment advisory and financial planning services to individuals and families, along with accounting and tax-preparation services. The firm emphasizes fundamental analysis and long-term, diversified income-preferred strategies, with implementation directed by clients who choose their own custodians.

Income planning
user avatar

Brian W

Series 63, Series 65

Waukee, IA

Actis Wealth Management

Brian Weckman is a financial advisor at Actis Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial, LLC as well as other financial and business ventures. Outside of advising, he owns and operates Central Iowa Resellers, a business focused on purchasing and reselling estate sale items. Actis Wealth Management provides discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses model frameworks with client customization and employs strategies including option writing and active trading, offering services such as ERISA 3(38) investment-manager oversight and managing approximately $70 million for about 64 clients.

Business exit / sale strategy Cash flow / budgeting Debt management
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