Timothy Kattke
Timothy Kattke is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Watertown, SD, with 42 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
1414 9th Avenue Se, Watertown, SD, 57201
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Regulatory History (1)
Regulatory
November 2015Other Business ActivitiesSells Insurance
Timothy is the owner of Kattke Insurance, an insurance brokerage, since 2001, and also owns Redfield Auto Sales since 2002. He is a passive investor in Redfield Energy, LLC and Glacial Lakes Corn Processors, and owns rental property, dedicating minimal time to these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.