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Andrew Arnold Koistinen

Advisor at LPL Financial — Spearfish, SD Dahl Road

Updated today

Credentials

Series 66

Experience

11 years

Location

Spearfish, SD 57783

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,413 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Andrew Koistinen is a financial advisor with LPL Financial in Spearfish, SD, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and several local organizations such as the Spearfish Optimist Club and Spearfish Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory and brokerage services, utilizing model portfolios, research, and technology-driven strategies to support diversified investment approaches.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Spearfish, SD Dahl Road

617 Dahl Road, Suite B

Spearfish SD 57783

Advisors at this office

1

Most active in

South Dakota

Work history

11 years of industry experience

LPL Financial

2021 - Present • 5 years

Spearfish, SD

AKH&H LLC

2020 - 2021 • 1 year

Spearfish, SD

Spearfish Optimist Club

2019 - 2021 • 2 years

Spearfish, SD

Spearfish Chamber of Commerce

2019 - 2021 • 2 years

Spearfish, SD

Canyon Wealth Group LLC

2019 - 2019 • 1 year

Spearfish, SD

Habitat for Humanity

2017 - 2017 • 1 year

Watertown, SD

Various Insurance Carriers for W & R Insurance Agencies

2015 - 2021 • 6 years

Spearfish, SD

Waddell & Reed, Inc

2014 - 2021 • 7 years

Spearfish, SD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kathleen B

Series 63, Series 66

Spearfish, SD

Hightower Advisors

Kathleen Barlow is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Journey Strategic Wealth LLC, Women’s Inspired Network, and Raymond James Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds through a model focused on manager selection and multi-manager solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Tamara B

Series 63, Series 65

Spearfish, SD

Eagle Strategies (NY Life)

Tamara Burke is a financial advisor with Eagle Strategies (NY Life) in Spearfish, SD, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has been with Eagle Strategies since 2008 and has longstanding ties to New York Life and its affiliated entities beginning in 2003. Burke serves on the board of the Black Hills State University Foundation and is an officer of Deadwood History Inc., which manages several historical museums. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and institutional retirement plans. The firm delivers solutions through multiple program types with an emphasis on tailoring advice to client objectives and maintains a predominantly non-discretionary asset management approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Clint M

Series 63, Series 65

Spearfish, SD

Voya financial Advisors, Inc.

Clint Meyer is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Voya since 2014 and has also owned Spearfish Insurance Brokerage since 2004. Outside of his advisory role, Meyer is involved in insurance sales and participates in a hunting farm partnership. Voya Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based programs.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar

Ryan A

Series 66

Spearfish, SD

Edward Jones

Ryan Aalbu is a financial advisor with Edward Jones in Spearfish, South Dakota. He holds the Series 66 license and began his advisory role at Edward Jones in 2025. Prior to this, he spent 18 years with Northern Hills Training Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Emily R

Series 66

Spearfish, SD

LPL Financial

Emily Robison is a Series 66 licensed financial advisor with LPL Financial, based in Spearfish, SD, and has five years of industry experience. She has been associated with LPL Financial since 2007. Additionally, she is a commissioned notary and operates a separate business entity, Hometown Girl Securities, LLC, for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting through a network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar

Caleb M

CFP®, Series 66

Spearfish, SD

LPL Financial

Caleb Montag is a CFP® professional affiliated with LPL Financial, holding the Series 66 designation and bringing 12 years of industry experience. He has worked at LPL Financial since 2018, including his current role starting in 2024, with previous experience at Securities America Advisors and SII Investments. Outside of his advisory work, Montag owns two businesses, Bird Dog Distribution, LLC, and Flyover Precision AG. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning and various advisory programs, combining discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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