Stephen Patton
Stephen Patton is a registered investment advisor at Eagle Strategies LLC, based in Springfield, IL, with 19 years of industry experience. Stephen 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
2144 S Macarthur Blvd, Suite 200, Springfield, IL, 62704
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business ActivitiesSells Insurance
Stephen is the owner/principal of Patton Financial Group, offering financial services and brokering non-registered products, dedicating nearly full-time hours to this. He also has minimal involvement in Patton Real Estate, KMP Five Star Holdings LLC, and 5 Star Fleet.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations11 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.