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Christopher Falletti

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Frontenac, KS 66763

Credentials

Series 63, Series 65

Industry experience

35 years

About

Christopher Falletti is a financial advisor with Eagle Strategies (New York Life) based in Frontenac, Kansas. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Since 2009, he has operated Falletti Financial alongside his role at Eagle Strategies. Outside of advisory work, he owns and manages a rental property business. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

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

220 E Mckay

Frontenac, KS 66763

Most active in

Kansas · Texas

Work history

Falletti Financial

2009 - Present (17 years)

Eagle Strategies (NY Life)

2009 - Present (17 years)

Nylife Securities Llc

2009 - Present (17 years)

New York Life Insurance

2009 - Present (17 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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Randall S

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Pittsburg, KS

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Randall Sauer is a financial advisor at Concurrent Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Outside of his advisory role, he serves as vice president and treasurer of Pam Sauer Ministries, a charitable organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets, using customized portfolios and a generally long-term investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Series 66

Pittsburg, KS

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Luke Prestholt is a financial advisor with Mariner Wealth, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Mariner Wealth in 2022. Outside of his advisory role, he is involved in the buying and selling of sports cards and memorabilia through a collectibles business based in Frontenac, Kansas. Mariner Wealth is a large wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines an in-house investment team with access to third-party managers, offering a range of investment management, financial planning, retirement consulting, tax services, and family office administration.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Larry S

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Pittsburg, KS

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Larry Sprague is a CFP®-certified financial advisor with Edward Jones in Pittsburg, KS, bringing 10 years of industry experience. Before joining Edward Jones in 2016, he worked for 18 years at Leggett & Platt, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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John S

Series 66

Pittsburg, KS

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John Stevens is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. for eight years before joining LPL Financial in 2023. Outside of his advisory role, Stevens is involved in buying and selling sports trading cards as a side business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Karen V

Series 63, Series 65

Pittsburg, KS

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Karen Vanleeuwen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She previously worked at Next Financial Group Inc for 18 years before joining LPL Financial. Outside of her advising role, she is a co-owner of VanLeeuwen Farms in Pittsburg, KS. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

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John I

Series 63, Series 66

Pittsburg, KS

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John Ison is a financial advisor with Edward Jones in Pittsburg, KS, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Edward Jones since 1981. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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