Richard Enna
Richard Enna is a registered investment advisor at Eagle Strategies LLC, based in Overland Park, KS, with 34 years of industry experience. Richard 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
7101 College Blvd, Ste 1400, Overland Park, KS, 66210-2082
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2006Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Richard coaches varsity boys soccer, operates under the DBA name of Enna & Associates to sell New York Life products and broker non-registered insurance products, and is a shareholder in NYLARC Holding Company, Inc. He also serves on the Finance Council and Investment Committee for the Archdiocese of Kansas City in Kansas and owns a rental property in Colorado.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Walnut Street Securities, INC.Broker
Guardian Investor Services CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations16 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.