Bozeman, MT W College Office
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Eagle Strategies (NY Life)
Enterprise
Firm-wide stats for Eagle Strategies (NY Life)
About
Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management and retirement-plan advisory services through a large network of affiliated investment adviser representatives. Its filings and brochure describe work with individual investors, defined contribution and defined benefit plans, charitable and corporate clients, and note the firm’s role providing advisory services tied to insurance and annuity products.
The firm delivers advice and implements solutions through multiple program types — including financial plans, fee-based hourly advice, retirement plan consulting (CP and EIMP), co‑advisory relationships with third‑party managers, and the New York Life Premier Advisory Variable Annuity — and it emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria. Eagle reports that the vast majority of its regulatory assets under management are non‑discretionary (about $30.3 billion of $32.0 billion as of December 31, 2025), and it describes fiduciary responsibilities to Retirement Investors under PTE 2020‑02 when making plan and rollover recommendations.
Noteworthy for an enterprise adviser, Eagle’s asset base is overwhelmingly managed on a non‑discretionary basis and its filings indicate relationships with a wide range of institutional sponsors, which the firm treats differently than typical retail business. The firm also operates within an integrated New York Life affiliate structure — with advisors also licensed as insurance agents and NYLIAC issuing the Advisory VA — and its regulatory disclosures describe prior SEC action regarding mutual fund share‑class conflicts and subsequent changes to disclosures and share‑class handling.
Based on Eagle Strategies (NY Life)
Expertise
Based on Eagle Strategies (NY Life)
Location
1711 W College
Bozeman MT 59715
Advisors at this office
3
Advisors at this office
Leisl M
Series 66
Bozeman, MT
Eagle Strategies (NY Life)
Leisl Mooer is a financial advisor with Eagle Strategies (NY Life) based in Bozeman, MT. She holds a Series 66 designation and has 12 years of industry experience. Her work history includes roles at McKenna Financial, LLC and NYLife Securities LLC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types tailored to client objectives, with an emphasis on non-discretionary asset management and fiduciary responsibilities to retirement investors.
Madison M
Series 66
Bozeman, MT
Eagle Strategies (NY Life)
Madison Moery is a financial advisor with Eagle Strategies (NY Life) based in Bozeman, MT, holding a Series 66 designation and one year of industry experience. Prior to joining Eagle Strategies in 2025, Madison worked at McKenna Financial for seven years and has experience in food service management. Additionally, Madison serves as a notary. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis, working closely with defined contribution and defined benefit plans, charitable organizations, and corporate clients.
Meghann M
ChFC®, Series 63, Series 66
Bozeman, MT
Eagle Strategies (NY Life)
Meghann McKenna is a financial advisor with Eagle Strategies (NY Life) based in Bozeman, MT, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 21 years of industry experience, including roles at McKenna Financial, NYLife Securities, and New York Life Insurance Company. McKenna also serves as a Director for NYLARC Holding Company Inc., a reinsurance firm, and acts as an independent contractor for registered agent services related to LLC compliance in Montana. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through various program types and predominantly managing assets on a non-discretionary basis.
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