CM
ChFC
CM
ChFC

Clarence Meigs

36 Years of Experience
Pratt, KS
BrokerSells Insurance

Clarence Meigs is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Pratt, KS, with 36 years of industry experience. Clarence 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

413 S Main St, Pratt, KS, 67124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Clarence is an insurance broker appointed with outside insurance carriers and operates under the DBA name of Meigs and Associates for selling New York Life products and services. He also holds a small ownership stake in NYLARC Holding Company, Inc. and is an investor in an oil and gas company.

Employment History
Current Registrations
Eagle Strategies LLC
August 2024 - Present · 1 yr 9 mos
Nylife Securities LLCBroker
October 1989 - Present · 36 yrs 7 mos
State Registrations9 states
ARCACOIAKSMONMOKOR
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.