Tiffany Harlan Kirgan

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2000 → Present
  Johnson Financial Group, Llc
  Tyler, TX
• 02/2002 → Present
  New York Life Insurance Company
  Dallas, TX
• 09/2002 → Present
  Nylife Securities Llc
  Dallas, TX
• 07/2006 → Present
  Eagle Strategies Llc
  Dallas, TX
• 12/2025 → Present
  Johnson Financial Group, Llc D/B/A Capital 5 Family Wealth
  Tyler, TX

Other Businesses

[JOHNSON FINANCIAL GROUP, LLC; DBA USED FOR FINANCIAL PLANNING THROUGH EAGLE STRATEGIES AND LIFE AND FIXED ANNUITY SALES THROUGH NEW YORK LIFE; INVESTMENT RELATED; START DATE 9/2000] [APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSED OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 08/2006] [NOTARY PUBLIC; NON INVESTMENT RELATED; START DATE 11/2006] [NYLARC Holding Company, Inc; reinsuring the life insurance that i write with hew york life; 51 madison ave, new york, ny, 10010; Start Date 01/2015; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [The Heritage Institute; THI is a company that trains financial professionals how to do Heritage Planning with clients. Heritage planning focuses on preparing heirs and fostering a culture of communication and trust in families wrapped around a family purpose statement. Start Date 03/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Advisory Board of Director. I provide suggestions to the owner about how to enhance training at the annual meeting and ongoing virtual meetings. share what is working and not working in my practice with families.][East Texas Crisis Center; Board Member - shelter for battered women and children.; ETCC, 2401 Hughey Drive Tyler, TX 75701; Start Date 07/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours; advise on policies and procedures as well as assist with getting the word out to the public and supporting it's fundraising activities][GFKW LLC; this entity was created to own a property that will be used personally but also rented throughout the year.; 3557 CR 3802, Bullard, TX, 75757; Start Date 10/2025; Role/Title: manager; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF JOHNSON FINANCIAL GROUP, LLC D/B/A Capital 5 Family Wealth FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; TYLER TX; START DATE: 12/2025][FinFree LLC; created to hold my investment account at Brinker Capital; 3557 CR 3802, Bullard TX 75757; Start Date 10/2025; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2004-02-25
• S63 Uniform Securities Agent State Law Examination
  2002-09-17

Other Names

• Tiffany Michelle Kirgan Kirgan
• Tiffany Kirgan
• Tiffany Harlan