Kerry Matthews
Kerry Matthews is a registered investment advisor at Eagle Strategies LLC, based in Lakeville, MN, with 10 years of industry experience. Kerry 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
Lakeville, MN
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Regulatory History (1)
Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Kerry owns rental property and a sole proprietorship called North Range Financial, used for tax purposes and potential future hiring. Kerry also brokers non-registered insurance products and sells New York Life products and services under the DBA name of North Range Financial LLC.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations16 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.