R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors
46yrs
Top advisor by experience in Dewitt
32yrs
Michael Kasch
Financial advisor at Eagle Strategies
Michael Kasch has worked in the financial industry for 32 years and is a financial advisor based in Dewitt, New York. Michael joined Eagle Strategies in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the ChFC designation.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience at Eagle Strategies
Office5788 Widewaters Parkway, Dewitt, NY 13214
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowEagle Strategies LLCCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Eagle Strategies at (888) 695-3245 and ask for Michael Kasch. Michael works from the Dewitt, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1994, about 32 years. Top 12% by experience at Eagle Strategies.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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