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Bradley O

Series 63, Series 65

Harvey, ND

Eagle Strategies (NY Life)

Bradley Olschlager is a financial advisor with Eagle Strategies (NY Life) based in Harvey, ND. He holds Series 63 and Series 65 licenses and has 20 years of experience in the industry. He has been with Eagle Strategies since 2016 and has worked with New York Life and NYLIFE Securities since 2005. Outside of his advisory role, he serves as a board member for the Harvey Rural Fire Protection District. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual and institutional investors. The firm offers multiple advisory program types, emphasizing tailored recommendations and predominantly manages assets on a non-discretionary basis within the 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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Kirk B

Series 66

Harvey, ND

Ameriprise

Kirk Baeth is a Series 66-licensed financial advisor at Ameriprise with 26 years of industry experience. He previously worked at LPL Financial for eight years and Investment Centers of America, Inc. for 17 years. Outside of his advisory work, Baeth serves on the Board of Directors for the Lake Region Baseball Boosters and is a general member of the Lake Region State College Athletic Boosters. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning based on tax-aware withdrawal strategies and dependable income sources.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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