KP
Kevin L. Payne
EAGLE STRATEGIES LLC
LYNDON, KS 66451
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CRD#: 2537071
KP
Professional summary
Kevin Lee Payne is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Lyndon, Kansas and NYLIFE SECURITIES LLC located in Lyndon, Kansas.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Kevin has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[OSAGE COUNTY VOLUNTEER FIRE DEPARTMENT #5;CAPTAIN; start date 08/2003; NON INVESTMENT RELATED; 120 w 17TH LYNDON KS 66451]
[OSAGE FIRE DEPARTMENT ; BOARD MEMBER; start date 03/2008; NON INVESTMENT RELATED; 120 w 17TH LYNDON KS 66451; SUPPORT AND GOVERNANCE]
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; start date 11/2002; insurance broker; investment related]
[OPERATING UNDER THE DBA NAME OF PAYNE FINANCIAL STRATEGIES, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS, INVESTMENT RELATED, OWNER, 116 EAST 7TH P.O.BOX 636 LYNDON, KS 66451- START DATE: 4/24/2013; ALSO MANAGMENT OF MY OWNED RENTAL PROPERTIES]
[Lyndon Management, LLC; prior approved OBA for rental properties (5 properties) that I put under the LLC; 116 E. 7th Street, Lyndon, Kansas is the official business address. The properties all have separate addresses.; Start Date 09/2015; Role/Title: Owner; Investment Related; 25 hours per month; 5 hours per month during securities trading hours]
[NAIFA of Topeka; NAIFA of Topeka Board member. National association of Insurance and Financial Advisers local board for the state of Kansas. Mostly we plan the meetings for the year and any events for the membership.; 825 south Kansas Ave. Topeka, ks; Start Date 10/2017; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Lee Payne's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 15, 2019 - Present
EAGLE STRATEGIES LLC
Office #1: 623 Topeka Avenue, Lyndon, KS 66451RIA
CRD#: 110826
LYNDON, KS
Current
January 3, 1995 - Present
NYLIFE SECURITIES LLC
Office #1: 623 Topeka Avenue, Lyndon, KS 66451BD
CRD#: 5167
LYNDON, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/2/2024)
RR
California(6/17/2020)
RR
Colorado(10/24/2019)
RR
Florida(5/6/2025)
RR
Georgia(6/10/2021)
RR
Illinois(9/19/2025)
RR
Indiana(3/17/2023)
RR
Iowa(2/3/2023)
RR
Kansas(1/3/1995)
IAR
Kansas(1/15/2019)
RR
Kentucky(5/6/2025)
RR
Missouri(6/8/2011)
RR
Nebraska(10/22/2015)
RR
Nevada(9/16/2024)
RR
New York(7/13/2023)
RR
North Carolina(6/1/2020)
RR
North Dakota(8/14/2025)
RR
Ohio(2/21/2024)
RR
Oklahoma(7/2/2009)
RR
Oregon(10/9/2023)
RR
Pennsylvania(6/10/2021)
RR
South Carolina(6/30/2023)
RR
South Dakota(9/8/2020)
RR
Tennessee(10/5/2022)
RR
Texas(10/28/2014)
IAR
Texas(4/6/2020)
RR
Virginia(4/11/2025)
RR
Washington(6/5/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Lyndon, KS 66451TRUST BUT VERIFY
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