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Kevin Clapham

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Sheridan, WY

Credentials

Series 63, Series 65

Industry experience

18 years

About

Kevin Clapham is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 credentials. He has 17 years of industry experience and has worked with New York Life Insurance Company, NYLIFE Securities LLC, and Momentum Capital Group, LLC, among others. He operates Momentum Capital Group, LLC, which sells New York Life products and brokers non-registered insurance products. 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 the use of third-party managers and model portfolios, coordinating investment advice with affiliated insurance and broker-dealer entities as part 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

Sheridan, WY

Most active in

Colorado · Texas · Wyoming

Work history

New York Life Insurance Company

2021 - Present (5 years)

Eagle Strategies LLC.

2021 - Present (5 years)

NYLIFE Securities LLC.

2021 - Present (5 years)

Momentum Capital Group, Llc

2020 - Present (6 years)

Integrated Financial Strategies, LLC

2011 - 2020 (9 years)

Eagle Strategies (NY Life)

2011 - 2021 (10 years)

NYLIFE SecurIties LLC

2008 - 2021 (13 years)

New York Life Insurance Company

2007 - 2021 (14 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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CFA®

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CFP®, Series 63, Series 66

Sheridan, WY

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Sheridan, WY

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Kristin Herbst is a financial advisor at Cypress Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Cypress Capital Management since 2011. The firm provides discretionary investment management and financial planning services for individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. Cypress Capital Management employs a full-cycle investment approach that incorporates macroeconomic analysis and a variety of equity-focused strategies, including preferred stocks, closed-end funds, ETFs, and covered-call option writing, while generally avoiding bond allocations.

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Sheridan, WY

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Active portfolio management Options & derivatives strategies Real estate investing
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Sheridan, WY

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Sheridan, WY

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