Kathryn Kelley
Kathryn Kelley is a registered investment advisor at Eagle Strategies LLC, based in Toledo, OH, with 25 years of industry experience. Kathryn 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
413 Washington Street, Toledo, OH, 43604
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Kathryn is an insurance broker and sells New York Life products and services under two DBAs. She also dedicates minimal time to various board member roles, fitness instruction, notary services, and managing an LLC that owns her detached office building.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
The Huntington Investment CompanyBroker
The Huntington Investment Company
Key Investment Services LLC
Key Investment Services LLCBroker
Eagle Strategies CORP
Nylife Securities LLCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
UBS Painewebber INC.Broker
State Registrations12 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.