Elkorn, NE Office

Team
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Eagle Strategies (NY Life)

Enterprise

Firm-wide stats for Eagle Strategies (NY Life)

Total advisors

2,524

Across 963 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

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

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

Based on Eagle Strategies (NY Life)

Occupation focus

Founder/Business Owner Executive

Based on Eagle Strategies (NY Life)

Location

18140 Burke Street, Suite 201

Elkorn NE 68022

Advisors at this office

10

Advisors at this office

user avatar

Francis V

ChFC®, Series 63

Elkhorn, NE

Eagle Strategies (NY Life)

Francis Vlock is a financial advisor with Eagle Strategies (NY Life) in Elkhorn, Nebraska. He holds the ChFC® designation and a Series 63 license, with 44 years of industry experience. His career includes roles at Eagle Strategies since 2001, as well as extensive tenure with New York Life and its affiliated entities dating back to 1974. Vlock operates businesses under the names Vlock Financial Group and Generation Strategies, LLC, focusing on New York Life products and insurance services. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate framework.

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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Michael H

Series 66

Elkhorn, NE

Eagle Strategies (NY Life)

Michael Hutchinson is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, Nebraska. He holds the Series 66 designation and has 19 years of industry experience. His career includes roles with Masters Financial & Insurance Group, LLC, Eagle Strategies, and New York Life, among others. Outside of his advisory work, he is involved in nonprofit activities such as advising the Nebraska Sportsmen's Foundation and volunteering for Combat Warriors/Wounded Warriors fundraisers, as well as consulting on cemetery design and layout. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across various program types, including retirement plan consulting and co-advisory relationships, and manages a substantial portion of assets 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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Curtis C

ChFC®, Series 63, Series 65

Elkhorn, NE

Eagle Strategies (NY Life)

Curtis Christensen is a ChFC® with 34 years of industry experience, currently serving with Eagle Strategies (NY Life) since 2016. He has been affiliated with New York Life and Nylife Securities LLC since 2007. Outside of his advisory role, he owns and operates a light hauling and pet transportation business. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its 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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Martin H

Series 66

Elkhorn, NE

Eagle Strategies (NY Life)

Martin Hagge is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. He has worked at V Capital, LLC D/B/A V5 Capital since 2025 and has been affiliated with Eagle Strategies LLC and NYLIFE Securities LLC since 2023 and 2022, respectively. Outside of his advisory role, he owns J6 Ranch LLC, which raises and trains calf roping horses for the equine industry. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs with an emphasis on tailoring recommendations to client objectives and primarily manages assets 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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Chad H

ChFC®, Series 63

Elkhorn, NE

Eagle Strategies (NY Life)

Chad Horsham is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, NE. He holds the ChFC® designation and has 21 years of industry experience. Horsham operates Horsham Financial Group, through which he sells New York Life products and brokers non-registered insurance products. He is also a shareholder in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm is notable for its emphasis on tailored recommendations and managing a large portion 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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Sarina T

Series 63, Series 66

Elkhorn, NE

Eagle Strategies (NY Life)

Sarina Tannehill is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, NE, holding Series 63 and Series 66 licenses with 15 years of industry experience. Her work history includes roles at Generation Strategies, LLC; Vlock Financial Group; NYLIFE Securities LLC; and New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and Plan Sponsor criteria, with a majority 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
user avatar

Robert B

Series 63, Series 65

Elkhorn, NE

Eagle Strategies (NY Life)

Robert Bonk is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, Nebraska. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Eagle Strategies in 2019, Bonk was affiliated with NYLIFE Securities, LLC and New York Life Insurance Company starting in 2007. Outside of his advisory role, he serves as a board member of the Indian Point HOA and as a trustee for the Sanitary and Improvement District #559. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, working extensively with both retail investors and institutional plan sponsors, and emphasizes a predominantly non-discretionary asset management approach.

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

August E

Series 63, Series 66

Elkhorn, NE

Eagle Strategies (NY Life)

August Ehlers is a financial advisor with Eagle Strategies (New York Life) based in Elkhorn, Nebraska, holding Series 63 and Series 66 licenses with six years of industry experience. He has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2020 and operates Ehlers Financial Group, focusing on brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets 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
user avatar

Rahim S

Series 63, Series 66

Elkhorn, NE

Eagle Strategies (NY Life)

Rahim Solehdin is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, Nebraska. He holds Series 63 and Series 66 licenses and has 11 years of industry experience, including roles at NYLife Securities and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers a variety of program types and emphasizes tailored recommendations, with the majority of its assets under management 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
user avatar

Samuel S

Series 66

Elkhorn, NE

Eagle Strategies (NY Life)

Samuel Schernikau is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 credential. He has been in the industry for one year and has prior work experience at NYLIFE Securities LLC, New York Life Insurance Company, Nebraska Wesleyan University, and Waverly Public Schools. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice across multiple program types and maintains a significant non-discretionary asset base, working with a diverse range of clients including defined contribution and benefit plans, charitable organizations, and corporate entities.

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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