Nathan Sebesta
Nathan Sebesta is a CFP, ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Artesia, NM, with 10 years of industry experience. Nathan 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
212 W Main Street, Suite B, Artesia, NM, 88210
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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
Nathan is involved in insurance brokering with outside carriers and operates under the DBA names of Access Wealth Strategies, LLC and Access Benefit Services, LLC for selling and brokering insurance products, dedicating a full-time commitment to these activities. He also serves as an officer for AJN Sebesta, LLC, a property holding company, and as a board member for the Boys and Girls Club, requiring minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Mwa Financial Services INC.Broker
State Registrations11 states
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