Sioux Falls, SD E. Silver Maple Circle Office

Team
Updated today
Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Firm-wide stats for Eagle Strategies (NY Life)

Total advisors

2,503

Across 960 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

6101 E. Silver Maple Circle

Sioux Falls SD 57110

Advisors at this office

5

Advisors at this office

user avatar

Logan M

Series 63, Series 65

Sioux Falls, SD

Eagle Strategies (NY Life)

Logan Meeker is a financial advisor with Eagle Strategies (NY Life) in Sioux Falls, SD, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with Eagle Strategies since 2019 and has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2017. Outside of his advisory role, Meeker owns a business brokering non-registered insurance products with outside carriers. 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 a variety of program types, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

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

Kelly M

Series 63, Series 65

Sioux Falls, SD

Eagle Strategies (NY Life)

Kelly Meeker is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Eagle Strategies, Meeker has worked with New York Life and Nylife Securities LLC and is also the owner of multiple athletic training businesses, including Air Attack Academy, LLC, and Quarterback Universe, LLC, focusing on football training and quarterback coaching. Additionally, Meeker is involved with The Advantage Company LLC, a nutritional supplement business for athletes. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services through a large network of affiliated advisors. The firm offers multiple program types, emphasizing tailored solutions 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

Broderick K

Series 63, Series 65

Sioux Falls, SD

Eagle Strategies (NY Life)

Broderick Kunzmann is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Kunzmann also has experience in insurance brokering outside of his advisory duties. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across various program types, primarily managing assets on a non-discretionary basis and working with a wide array of institutional sponsors.

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

Ronald M

ChFC®, Series 63

Sioux Falls, SD

Eagle Strategies (NY Life)

Ronald Meeker is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD. He holds the ChFC® designation and Series 63 license, and has 36 years of industry experience. He has been with Eagle Strategies since 2008 and has also worked with Nylife Securities Inc. and New York Life Insurance Co. since 1989. Meeker is appointed with various outside insurance carriers, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and tailors its recommendations to client objectives, managing the majority of its 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

Derek B

ChFC®, Series 66

Sioux Falls, SD

Eagle Strategies (NY Life)

Derek Berg is a ChFC® and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Eagle Strategies (NY Life) since 2011 and has also been associated with Nylife Securities Inc. and New York Life Insurance Company since 2007. Outside of his advisory work, Berg serves as Director of Development for the Sioux Falls Youth Hockey Association and volunteers as a youth hockey coach for Team South Dakota Girls 12U. 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 emphasizes tailoring recommendations to client objectives and manages the majority of its 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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