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Tamara Burke

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Spearfish, SD 57783

Credentials

Series 63, Series 65

Industry experience

22 years

About

Tamara Burke is a financial advisor with Eagle Strategies (NY Life) based in Spearfish, SD, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has worked with Eagle Strategies since 2008 and has prior experience with NYLife Securities LLC and New York Life Insurance Company dating back to 2003. Outside of her advisory role, she serves as a board member for the Black Hills State University Foundation and is involved with Deadwood History Inc., a nonprofit dedicated to preserving local cultural heritage. Eagle Strategies LLC 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 and uses third-party managers and model portfolios, operating 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

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

330 W Illinois, Po Box 157

Spearfish, SD 57783

Most active in

South Dakota · Wyoming

Work history

Eagle Strategies (NY Life)

2008 - Present (18 years)

Financial Benefits Inc

2007 - Present (19 years)

NYLife Securities LLC

2003 - Present (23 years)

New York Life Insurance Company

2003 - Present (23 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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Kathleen B

Series 63, Series 66

Spearfish, SD

Journey Strategic Wealth LLC

Kathleen Barlow is a financial advisor with Journey Strategic Wealth LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Raymond James and Edward Jones. Journey Strategic Wealth provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, using a combination of ETFs, mutual funds, individual equities, and bonds. The firm’s investment approach is long-term and tailored to client goals, incorporating fundamental and technical analysis alongside strategic asset allocation and portfolio construction.

Options & derivatives strategies
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Series 63, Series 65

Spearfish, SD

VOYA Financial Advisors, Inc.

Clint Meyer is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at VOYA since 2014 and owns Spearfish Insurance Brokerage, a life and health insurance agency. Outside of advisory work, Meyer is involved in farming for hunting purposes through Ringneck Valley Farms, LLC. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of investment programs including model portfolios and unified managed accounts, with an emphasis on non-discretionary advice alongside discretionary offerings.

General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization Retired Founder/Business Owner Executive Approaching retirement
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Series 63

Edina, MN

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Lisa Nelson is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory work, she is involved in cosmetic and personal care product sales through her ownership of BlueStone Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Emily R

Series 66

Spearfish, SD

LPL Financial

Emily Robison is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has been associated with LPL Financial since 2007. Outside of her advisory role, she is a commissioned notary in Spearfish, SD, and is involved with Hometown Girl Securities, LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and delivers services through 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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Gwen M

Series 66

Spearfish, SD

LPL Financial

Gwen Martin is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Waddell & Reed, Inc. She also works as an insurance agent through various insurance carriers affiliated with W&R Insurance Agencies. 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 range of investment solutions supported by an in-house research team and combines advisory operations with insurance and annuity product sales.

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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Bryan G

Series 66

Spearfish, SD

Ameriprise

Bryan Gohn is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. Before joining Ameriprise in 2025, he held roles at Dakota Supply Group, Andersen Windows Corporation, and Rouzer Group. He is also involved with LFP Consulting, LLC, an operating entity for payroll and benefits management. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax and withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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