Kaysi Whelan
Kaysi Whelan is a registered investment advisor at Eagle Strategies LLC, based in Beaverton, OR, with 6 years of industry experience. Kaysi 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
4900 SW Griffith Drive, Suite 121, Beaverton, OR, 97005
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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
Kaysi operates under the DBA name of WB Financial, LLC d/b/a Ritrovare Financial & Insurance Solutions to sell New York Life products and broker non-registered insurance products. Kaysi is also involved with the Beaverton Area Chamber of Commerce Scholarship Fund and the Beaverton Area Chamber of Commerce Member Mentor Committee, dedicating minimal time to each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations4 states
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