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Steven H

ChFC®, Series 63

Fargo, ND

Eagle Strategies (NY Life)

Steven Hartman is a financial advisor with Eagle Strategies (NY Life), holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including long tenures with Nylife Securities Inc. and New York Life Insurance Company. His other business activities include brokerage of outside insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Tyler H

ChFC®, Series 63

Fargo, ND

Eagle Strategies (NY Life)

Tyler Hartman is a ChFC® credentialed financial advisor with eight years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Fargo, ND. He has worked with Eagle Strategies since 2022 and has been associated with New York Life Insurance Co. and NyLife Securities LLC since 2018. Outside of his advisory roles, he has been involved with North Dakota State University since 2015. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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