Windsor, CO Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

3

Of 2,484 advisors across 960 offices

Location

4650 Royal Vista Circle, Suite 120

Windsor CO 80528

Advisors at this office

3

Advisors at this office

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Jessica H

Series 66

Windosr, CO

Eagle Strategies (NY Life)

Jessica Holmen is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and one year of industry experience. Her previous roles include positions at NYLIFE Securities LLC, High Point Financial Group, and experience outside finance at NoCo Pediatric OT and Timberline Church. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and predominantly 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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Konrad K

Series 63, Series 65

Windsor, CO

Eagle Strategies (NY Life)

Konrad Korth is a financial advisor with Eagle Strategies (New York Life) based in Windsor, CO, holding Series 63 and Series 65 licenses and four years of industry experience. He has held roles at High Point Financial Group, LLC and New York Life Insurance Company. Outside of his advisory work, Korth serves as treasurer for Northern Colorado Youth Hockey and is a board member of Windsor Gives, a local nonprofit supporting community well-being through events and educational initiatives. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working within the 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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Ryan B

Series 63, Series 66

Windsor, CO

Eagle Strategies (NY Life)

Ryan Behm is a financial advisor with Eagle Strategies (NY Life) based in Windsor, Colorado, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been affiliated with Eagle Strategies and related New York Life entities since 2013 and operates High Point Financial Group, LLC, through which he sells New York Life products and brokers non-registered insurance products. Behm is also involved in local community activities, serving as a board member and secretary for homeowners associations. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most regulatory 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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