Advisor at Eagle Strategies (NY Life)
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Firm
Eagle Strategies (NY Life)
Location
Overland Park, KS 66210-2082
Credentials
Series 63, Series 65
Industry experience
34 years
Richard Enna Jr. is a financial advisor with Eagle Strategies (New York Life) based in Overland Park, KS, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has operated Enna And Associates since 2019 and previously led R. J. Enna & Associates Financial Group from 2001 to 2019. Enna also serves on the Finance Council and Investment Committee for the Archdiocese of Kansas City in Kansas and coaches varsity boys soccer at St. James Academy. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated entities.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
Financial planning seminar fees generally range from $35 to $200 per attendee
$0+: Negotiable fees generally range from $500 to $35,000 per financial plan delivered $0+: Financial planning seminar fees generally range from $35 to $200 per attendee $0+: Fee-based hourly advice fees generally range from $100 to $400 per hour $0+: Retirement Plan Consulting Program fees generally range up to 0.80% of Plan assets or up to $100,000 flat $0+: ERISA Investment Manager Program fees generally range from 0.05% to 0.80% of Plan assets or up to $100,000 flat $0+: Co-Advisory Program fees range from 0% to 1.25% of assets under management $25,000+: New York Life Premier Advisory Variable Annuity advisory fee ranges from 0% to 1% of the policy’s Accumulation Value
Commissions on insurance and securities products sold outside of advisory programs (except Advisory VA)
Hourly fee generally ranges from $100 to $400 per hour for fee-based hourly advice
Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years
Account minimum: $25,000 Fee-only: Financial planning fees, fee-based hourly advice, and foundational analysis (no fee for foundational analysis)
7101 College Blvd, Ste 1400
Overland Park, KS 66210-2082
Kansas · Texas
Enna And Associates
2019 - Present (7 years)
R. J. Enna & Associates Financial Group
2001 - 2019 (18 years)
Nylife Securities Inc.
1995 - Present (31 years)
The New York Life Ins Company
1995 - Present (31 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.
CFP®, Series 66
Overland Park, KS
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Series 63, Series 66
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CFP®, Series 63, Series 65
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Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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