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Kirstin J
Series 66
Sheboygan, WI
Eagle Strategies (NY Life)
Kirstin Jensen is a financial advisor with Eagle Strategies (NY Life) based in Sheboygan, WI, holding a Series 66 designation and bringing 11 years of industry experience. She has been associated with Eagle Strategies since 2015 and previously worked at Huhn, Wessel & Co. from 2014 to 2018. Jensen is also commissioned as a Notary Public in Wisconsin. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers customized advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.
Bradley W
Series 63, Series 65
Sheboygan, WI
Eagle Strategies (NY Life)
Bradley Wessel is a financial advisor with Eagle Strategies (New York Life) based in Sheboygan, WI, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked with Eagle Strategies since 2004 and has prior experience at Huhn, Wessel and Company. Wessel serves as a middle school parent representative on the advisory board for George Warriner Schools in Sheboygan and is involved with the Sheboygan County Veteran's Memorial organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering tailored advice through various program types, including fee-based hourly advice, co-advisory relationships, and retirement plan consulting. The firm manages a large portion of its assets on a non-discretionary basis and operates within an integrated New York Life affiliate structure.
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