Thomas Robert Tewell

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

• 08/1994 → Present
  New York Life Insurance Company
  Overland Park, KS
• 09/1994 → Present
  Nylife Securities Inc.
  Overland Park, KS
• 05/2007 → Present
  Tewell & Associates Financial Services
  St. Joseph, MO

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS INSURANCE COMPANIES TO BROKER NON-REGISTERED INSURANCE PRODUCTS; DBA - TEWELL & ASSOCIATES FINANCIAL SERVICES; START DATE 5/2007; INVESTMENT RELATED] [Missouri Western State University Foundation; BOARD MEMBER; INVESTMENT RELATED; START DATE 9/2013] [Missouri Western State University GOLD COAT; BOARD MEMBER; INVESTMENT RELATED; START DATE 7/2010] [BioZyme Inc; Board Member . BioZyme Inc is a locally owned business for 50 years, they research and produce protein and mineral supplements for animals. The CEO has asked me to serve on the board; 6010 Stockyards Expy, St Joseph MO 64504; Start Date 07/2023; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Board member providing independent perspective on strategic plan and operations] [Mosaic Life Care ; Local Hospital in St Joseph MO; 5325 Faraon St St Joseph MO 64506; Start Date 01/2024; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; finance committee]

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-23
• S63 Uniform Securities Agent State Law Examination
  1994-10-17