Grant Thomas Howell

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

• 08/2016 → 05/2020
  Wheaton College
  Wheaton, IL
• 05/2020 → 08/2020
  Kanakuk Kamps
  Branson, MO
• 05/2019 → 07/2019
  Fellowship Of Christian Athletes
  Kansas City, MO
• 08/2020 → 01/2022
  Fellowship Of Christian Athletes
  Kansas City, MO
• 01/2022 → 08/2024
  Bright & Associates, Llc
  Parker, CO
• 05/2017 → 08/2017
  Kanakuk Kamps
  Branson, MO
• 05/2018 → 07/2018
  Kanakuk Kamps
  Branson, MO
• 07/2019 → 08/2019
  Kanakuk Kamps
  Branson, MO
• 10/2024 → Present
  New York Life Insurance Company
  Dallas, TX
• 11/2024 → Present
  Nylife Securities, Llc
  Dallas, TX
• 04/2025 → Present
  Howell Financial Group
  Dallas, TX
• 01/2026 → Present
  Eagle Strategies Llc
  Dallas, TX

Other Businesses

[OPERATING UNDER THE DBA NAME OF HOWELL FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 04/2025]

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-27
• S63 Uniform Securities Agent State Law Examination
  2025-03-21