Shannon Kimmel
Shannon Kimmel is a registered investment advisor at Eagle Strategies LLC, based in Indiana, PA, with 7 years of industry experience. Shannon 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
531 Philadelphia St, Indiana, PA, 15701
Get directionsHistory
Regulatory History (1)
Financial
July 2019Other Business ActivitiesSells Insurance
Shannon is a general board member for the United Way of Indiana County and volunteers for the Salvation Army and Indiana University of Pennsylvania. Shannon also works as an insurance broker and operates under the DBA name of Ruby Financial Group to sell New York Life products and broker non-registered insurance products, dedicating a few hours per week to these insurance-related activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.