MH
MH

Michael Hutchinson

19 Years of Experience
Elkhorn, NE
2 DisclosuresBrokerSells Insurance

Michael Hutchinson is a registered investment advisor at Eagle Strategies LLC, based in Elkhorn, NE, with 19 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
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

18140 Burke Street, Suite 201, Elkhorn, NE, 68022

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History

Regulatory History (2)
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Civil
November 2012
Final
Criminal
August 1995
Final Disposition
Other Business ActivitiesSells Insurance

Michael is involved in insurance brokering with outside carriers, operates under the DBA names of Masters Financial & Insurance Group, LLC and Hutchinson & Associates, LLC for selling New York Life products and brokering non-registered insurance products, and reinsures life insurance with NYLARC Holding Company, INC. He also owns Hutchinson Consulting (cemetery design), Hutchinson and Associates LLC (commercial rental property), Hutchinson Family Farm, Ceader Woods retreat, LLC (Air B&B), and Spear Point Development, LLC (flip houses and rental properties), volunteers with Combat Warriors/Wounded Warriors, and advises the Nebraska Sportsmen's Foundation.

Employment History
Current Registrations
Eagle Strategies LLC
October 2012 - Present · 13 yrs 7 mos
Nylife Securities LLCBroker
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Thrivent Investment Management INC.
December 2006 - September 2012 · 5 yrs 9 mos
Thrivent Investment Management INC.Broker
November 2006 - September 2012 · 5 yrs 10 mos
State Registrations22 states
ARAZCACOFLHIIAKSKYMIMNMOMSNCNEORSCSDTXWAWIWY
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.
Michael Hutchinson - Financial Advisor | TrueAdvisor