Lincoln, 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

1221 N Street, Suite 800

Lincoln NE 68508

Advisors at this office

4

Advisors at this office

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Conor W

Series 66

Lincoln, NE

Eagle Strategies (NY Life)

Conor Willeke is a financial advisor with Eagle Strategies (NY Life) based in Lincoln, NE, holding a Series 66 designation and one year of industry experience. He operates Willeke Financial Group, LLC, for the purpose of selling New York Life products and services. Outside of his advisory role, Conor serves as a Peer Assistant at Nebraska Wesleyan University, where he helps build community among students. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers tailored advisory solutions through various program types 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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Bradley B

Series 63, Series 65

Lincoln, NE

Eagle Strategies (NY Life)

Bradley Brodersen is a financial advisor with Eagle Strategies (NY Life) in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2013 and previously operated Brodersen Wealth Strategies from 2018 to 2020. Outside of his financial advisory work, he serves as a trustee and board member for the Wyuka Historical Foundation and Wyuka Cemetery, and owns a local professional networking group, Network Titans, LLC. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management. The firm focuses on customized solutions tailored to client and plan sponsor needs and operates within the integrated structure of New York Life.

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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Nathaniel W

Series 63, Series 66

Lincoln, NE

Eagle Strategies (NY Life)

Nathaniel Workentine is a financial advisor with Eagle Strategies (NY Life) in Lincoln, NE, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked with Eagle Strategies since 2023 and has previous experience with Tandem Financial Team LLC, NYLife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Workentine is actively involved with St. Mark Lutheran School, serving as School Board President and Treasurer of the Parent Teacher Organization, and participates on the school’s Scholarship Foundation Committee. Eagle Strategies serves a diverse mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisors. The firm offers various program types tailored to client objectives, with a majority of its assets managed on a non-discretionary basis and emphasizes fiduciary responsibilities to retirement investors.

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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Craig W

CFP®, ChFC®, Series 63, Series 65

Lincoln, NE

Eagle Strategies (NY Life)

Craig Willeke is a CFP® and ChFC® with 23 years of industry experience, currently affiliated with Eagle Strategies (New York Life). He has worked with multiple firms, including Cornerstone Planning Group and Generation Strategies, and has owned Willeke Financial Group, LLC since 2006. Outside of his advisory work, he owns a drive-through coffee shop called Cafe is Our Religion, LLC, and sells photography online. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with most 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
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