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Brent Wayne Keyes

Advisor at AE Wealth Management, LLC — Watertown, SD

Updated today

Credentials

Series 65

Experience

5 years

Location

Watertown, SD 57201

AE Wealth Management, LLC logo

AE Wealth Management, LLC

Enterprise

Total advisors

455

Across 247 offices

Clients per advisor

280 Very High

Avg AUM per client

$387,358 Typical

HNW client ratio

7% Low

About

Brent Keyes is a financial advisor with AE Wealth Management, LLC in Watertown, SD, holding a Series 65 designation and five years of industry experience. He has also been affiliated with Millennium Financial Services, Inc. since 2004, serving as an insurance agent and vice president. Additionally, Keyes is president of Brent Keyes, LLC, a firm involved in real estate ownership and fee collection related to AE Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model portfolios and platform services, managing approximately $49.8 billion for over 127,000 clients through a network of advisors.

Client services

Based on AE Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on AE Wealth Management, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on AE Wealth Management, LLC

Self-Employed Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance

Percentage

Negotiable up to 2.5% annually; fees above 2.0% require compliance approval

Commissions

IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives

Project-based

Hourly fees for financial planning and consulting vary by IAR and client agreement

Other

Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement

Location

See office

Watertown, SD

403 10th St NW

Watertown SD 57201

Advisors at this office

1

Most active in

South Dakota

Work history

5 years of industry experience

AE Wealth Management, LLC

2021 - Present • 5 years

Topeka, KS

Millennium Financial Services, Inc

2004 - Present • 22 years

Watertown, 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

Lee R

Series 66, Series 65

Watertown, SD

Midwest Financial Strategies

Lee Rycraft is a financial advisor at Midwest Financial Strategies in Watertown, SD, with 16 years of industry experience. He has held roles at Visionpoint Advisory Group, LPL Financial, and Axa Advisors. Rycraft is also a licensed insurance agent and operates a sole proprietorship offering non-variable insurance products. Midwest Financial Strategies provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and employer plans. The firm uses individualized portfolios with model allocations and combines charting and technical analysis within a long-term trading approach, often outsourcing implementation through third-party services.

Annuities
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Terry P

Series 63, Series 65

Watertown, SD

Terry Peschl & Associates, Inc.

Terry Peschl is the principal of Terry Peschl & Associates, Inc., a state-registered investment advisory firm based in Watertown, South Dakota. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has operated his advisory firm since 1973 and also manages a rental property business. Terry Peschl & Associates provides financial planning, third-party money manager selection, and retirement plan services to individuals and employer SIMPLE plans. The firm focuses on planning and advisory services while relying on recommended third-party managers for investment implementation, without directly managing client portfolios.

Retired
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Thomas M

Series 65

Watertown, SD

Big Sioux Wealth Management

Thomas Mattingly is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding a Series 65 license with three years of industry experience. Before joining Big Sioux Wealth Management, he worked for 14 years with the Watertown School District. He also serves as a basketball and football coach at Watertown High School. Big Sioux Wealth Management provides asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines adviser-led relationship management with a platform operated by GeoWealth, offering tailored investment strategies and ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Nancy L

Series 66

Watertown, SD

Colliers Securities LLC

Nancy Linneman is a financial advisor at Colliers Securities LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Colliers Securities since 2010. Outside of her advisory role, she serves as a board member for the Watertown Community Foundation/Women & Giving, involved in grant dispensing. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

Active portfolio management
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Connie S

Series 66, Series 65

Watertown, SD

Big Sioux Wealth Management

Connie Streff is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Big Sioux Wealth Management, she worked at Peschl & Associates, Inc. and spent over a decade with the South Dakota Division of Insurance and Securities. Big Sioux Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning services. The firm uses a combination of adviser-led relationship management and support from GeoWealth’s asset management platform, offering tailored investment strategies and portfolio monitoring based on clients’ goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Dustin P

CFP®, Series 63, Series 65

Watertown, SD

Big Sioux Wealth Management

Dustin Padgett is a CFP® with 27 years of experience in the financial services industry. He is currently with Big Sioux Wealth Management, where he has worked since 2019, and previously spent 19 years at Raymond James Financial Services. Padgett also holds Series 63 and Series 65 licenses. Big Sioux Wealth Management provides portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis with tailored investment programs and serves over 1,100 clients with approximately $200.7 million in assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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