Kathleen Flynn
Kathleen Flynn is a registered investment advisor at Eagle Strategies LLC, based in Getzville, NY, with 16 years of industry experience. Kathleen 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
2710 North Forest Road, Suite 405, Getzville, NY, 14068-1597
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathleen is a board member for Town Square for Aging and the Center for Entrepreneurial Leadership Alumni Association, and operates under the DBA names of Longevity Financial and Clarity Group, Inc. for brokering non-registered insurance products. She also works as an independent contractor brokering insurance, dedicating about a quarter of her time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Waddell & Reed, INC.Broker
State Registrations10 states
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