Michael Mcconnell
Michael Mcconnell is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Tulsa, OK, with 36 years of industry experience. Michael 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
2431 East 61st Street, Suite 650, Tulsa, OK, 74136
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2006Other Business ActivitiesSells Insurance
Michael is an insurance broker appointed with various outside insurance carriers, selling non-registered insurance products. He also operates under the DBA Financial Diagnostics Group to sell New York Life products and services, as well as brokering non-registered insurance products, since 2015.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations18 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.