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Bradley Scheideman

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Hampton, IA 50441

Credentials

Series 63, Series 66

Industry experience

25 years

About

Bradley Scheideman is a financial advisor with Eagle Strategies (NY Life) based in Hampton, IA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Eagle Strategies since 2016 and previously at Generation Strategies, LLC. Outside of his advisory work, he serves as an elder at Faith Baptist Church and is a board member of the Fellowship of Christian Athletes. He also owns and manages Bodyworks Fitness Club in Hampton. Eagle Strategies provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

808 4 Th Street Ne, Suite #1

Hampton, IA 50441

Most active in

Iowa

Work history

Generation Strategies, LLC

2018 - 2022 (4 years)

Eagle Strategies (NY Life)

2016 - Present (10 years)

Hampton Dumont High School

2015 - 2024 (9 years)

Scheideman Financial Strategies

2008 - Present (18 years)

New York Life Insurance Company

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Belen K

ChFC®, Series 63

Hampton, IA

Prosperity Capital Advisors

Belen Krabbe is a financial advisor with Prosperity Capital Advisors and holds the ChFC® designation and Series 63 license. She has 38 years of industry experience, including roles at C2P Capital Advisory Group, Mercap Securities, Regal Investment Advisors, and Regulus Advisors. Outside of advising, she serves as a board member of the Kiwanis Club of Hampton, IA. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using a variety of mutual funds, ETFs, and alternative solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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William R

CFP®, Series 63, Series 65

Geneva, IA

Cetera

William Raney is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Cetera and has previously worked with Cetera Wealth Services, LLC and Grundy National Bank. In addition to his advisory role, he sells fixed life insurance, annuities, and long-term care products. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines retirement and fiduciary capabilities with a large advisory platform and utilizes multiple program structures and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Soren H

Series 66

Hampton, IA

Edward Jones

Soren Heilskov is a financial advisor at Edward Jones in Hampton, Iowa, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is known for its extensive retail advisor and branch network, and it provides various discretionary and non-discretionary investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Philip H

ChFC®, Series 63

Hampton, IA

OSAIC

Philip Hauser is a financial advisor at OSAIC Wealth, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Ameritas Investment Corp, and Central Financial Group. Outside of advisory work, he is involved in general grain farming. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and investment options across multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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