KP
KP

Kevin Payne

31 Years of Experience
Lyndon, KS
BrokerSells Insurance

Kevin Payne is a registered investment advisor at Eagle Strategies LLC, based in Lyndon, KS, with 31 years of industry experience. Kevin 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

623 Topeka Avenue, Lyndon, KS, 66451

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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

Kevin is a captain in the Osage County Volunteer Fire Department and a board member of the Osage Fire Department. He also works as an insurance broker, sells New York Life products and services, manages rental properties through Lyndon Management LLC, and is a board member of NAIFA of Topeka.

Employment History
Current Registrations
Eagle Strategies LLC
January 2019 - Present · 7 yrs 6 mos
Nylife Securities LLCBroker
January 1995 - Present · 31 yrs 6 mos
State Registrations27 states
ALAZCACOFLGAIAILINKSKYMONCNDNENVNYOHOKORPASCSDTNTXVAWA
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.
Kevin Payne - Financial Advisor | TrueAdvisor