Advisor at Eagle Strategies (NY Life)
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Spencer, IA 51301
Credentials
Series 63, Series 65
Industry experience
10 years
Joey Van Otterloo is a financial advisor with Eagle Strategies (NY Life) in Spencer, Iowa, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2015 and operates Bluewater Financial Group, LLC, which sells New York Life products and brokers non-registered insurance products. Outside of his advisory work, he serves as president of the 1800 Norris Place Condo Association. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing over $25 billion in regulatory assets as of December 2024.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
$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
IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees
Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours
Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly
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
1807 Norris Place
Spencer, IA 51301
Iowa · South Dakota
Eagle Strategies (NY Life)
2023 - Present (3 years)
Bluewater Financial Group, Llc
2019 - Present (7 years)
NYLIFE Securities LLC
2016 - Present (10 years)
New York Life Insurance Company
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Spencer, IA
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Series 65
Spencer, IA
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Michael Storey is a financial advisor at Northwest Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northwest Bank, Spencer Golf and Country Club, and Northwestern College. Outside of his advisory role, he serves as an assistant football coach at Western Christian High School. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and utilizes third-party managers, with discretionary assets under management exceeding $865 million as of the end of 2024.
Series 65
Spencer, IA
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Series 65
Spencer, IA
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Rebecca Mcginnis is a financial advisor at Northwest Wealth Management, LLC with nine years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm follows a long-term, buy-and-hold investment approach and utilizes third-party managers while maintaining relationships with major custodians Charles Schwab and Fidelity.
CFP®, Series 65
Spencer, IA
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Series 65
Spencer, IA
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