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Bradley R

Series 63, Series 66

New Holstein, WI

Action Financial Strategies

Bradley Ruh is a financial advisor with Eagle Strategies (New York Life) based in New Holstein, WI. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has worked with Eagle Strategies and affiliated New York Life entities since 2010 and operates under the DBA Action Financial Strategies, LLC, where he is a partner. Outside of his advisory work, Ruh serves as a volunteer board member for St. Mark Ministries, providing general guidance to the local church. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers a range of advisory services such as financial planning, investment management, and retirement-plan consulting, with an emphasis on tailoring recommendations to client and plan sponsor objectives.

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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Krista H

Series 63, Series 66

New Holstein, WI

Action Financial Strategies

Krista Halbach is a financial advisor with Eagle Strategies (NY Life) in New Holstein, WI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been associated with Eagle Strategies since 2015 and operates under the DBA name of Action Financial Strategies, LLC for servicing insurance and financial product clients. Eagle Strategies serves a wide range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages 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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