user avatar

Brian Nicholas Spader

Advisor at Eagle Strategies (NY Life) — Sioux Falls, SD S Louise Ave

Updated today

Credentials

CFP®, Series 63

Experience

11 years

Location

Sioux Falls, SD 57106

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,484

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Brian Spader is a CFP® with 11 years of experience, currently affiliated with Eagle Strategies (NY Life) in Sioux Falls, SD. His work history includes roles at Footstool Financial, LifeQuest, and New York Life Insurance Co. Outside of his advisory work, he serves as a board member for Volunteers of America and volunteers fundraising efforts for Healing Hope Ministry, which supports parents who have lost a child. He also participates in activities for individuals with special needs through LifeQuest. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client goals and Plan Sponsor criteria, with a majority of assets managed on a non-discretionary basis.

Client services

Based on Eagle Strategies (NY Life)

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

Expertise

Based on Eagle Strategies (NY Life)

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

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour

Location

See office

Sioux Falls, SD S Louise Ave

4300 S Louise Ave, Suite 107

Sioux Falls SD 57106

Advisors at this office

2

Most active in

South Dakota · Texas

Work history

11 years of industry experience

Footstool Financial

2022 - Present • 4 years

Sioux Falls, SD

Eagle Strategies (NY Life)

2021 - Present • 5 years

Sioux Falls, SD

LifeQuest

2021 - Present • 5 years

Mitchell, SD

Spader RV Center

2016 - 2018 • 2 years

Sioux Falls, SD

Nylife Securities LLC

2015 - Present • 11 years

Sioux Falls, SD

New York Life Insurance Co

2015 - Present • 11 years

Sioux Falls, SD

Botski's Bar and Grill

2014 - 2018 • 4 years

Sioux Falls, 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

Jeffery S

CFP®, Series 63, Series 65

Sioux Falls, SD

Skinner Financial Services

Jeffery Skinner is a CFP® professional with 24 years of industry experience. He is the principal of Skinner Financial Services in Sioux Falls, SD, where he has worked since 2004. Prior to that, he was associated with Parkland Securities for 20 years. Skinner Financial Services serves individual and high-net-worth clients by providing financial planning, insurance-based investment management, and portfolio oversight through recommended third-party advisers. The firm employs a largely non-discretionary advisory approach, using cyclical and fundamental analysis alongside elements of modern portfolio theory, and focuses on directing clients to outside managers who typically follow buy-and-hold strategies.

Annuities
user avatar

Denis P

Series 65

Sioux Falls, SD

Soaring Investment Management, LLC

Denis Paquette is a financial advisor at Soaring Investment Management, LLC with 12 years of industry experience. He holds the Series 65 designation and previously served in the U.S. Air Force for 21 years. Outside of advisory work, Paquette is president of Fantastic Escapades, LLC, an eCommerce company. Soaring Investment Management provides discretionary asset management, comprehensive financial planning, and ERISA retirement-plan services to individual investors and plan sponsors. The firm serves both individual and corporate clients, emphasizing client-specific investment policies, fundamental analysis, and long-term portfolio management.

General retirement planning Retirement income strategy General tax planning Wealth management
user avatar

Adam H

Series 65

Sioux Falls, SD

Adrionic Technologies LLC

Adam Halverson is a financial advisor at Adrionic Technologies LLC in Sioux Falls, SD, holding a Series 65 designation with five years of industry experience. He has prior work experience at Aerostar International LLC, Cornell University, and Raven Industries Applied Technologies Division. Outside of advisory duties, he works as an embedded software engineer in aerospace and provides engineering design and media production consultation through his firm. Adrionic Technologies LLC offers discretionary investment management to individuals, high net worth clients, small businesses, charitable organizations, and institutional clients. The firm uses a research-driven investment approach informed by artificial intelligence and quantitative models, combining internal analytical systems with tailored portfolio construction based on client-defined objectives and risk parameters.

Active portfolio management Factor investing / smart beta
user avatar

Joshua Y

CFA®

Sioux Falls, SD

Lapistone Advisors LLC

Joshua Yang is a CFA® charterholder and principal of Lapistone Advisors LLC in Sioux Falls, SD, with one year of experience in financial advising. Prior to founding Lapistone Advisors in 2024, he worked at Faegre Drinker Biddle & Reath LLP and K&L Gates. He also founded and actively practices law at Lapistone Law LLC and serves as chairman and founder of Lapistone Trust LLC, a state-chartered trust company. Lapistone Advisors primarily provides portfolio management and investment advice for pooled and institutional-style accounts, employing a flexible approach that uses fundamental, technical, and cyclical analysis across a variety of asset classes and strategies. The firm works with non-affiliated third-party advisers for asset allocation and management and maintains ongoing monitoring and review of client accounts.

Active portfolio management Private / alternative investments
user avatar

Paul M

Series 66, Series 65

Sioux Falls, SD

Malcolm Capital Management LLC

Paul Malcolm is the sole advisor at Malcolm Capital Management LLC, an independent firm based in Sioux Falls, SD. He holds Series 65 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Westward Prospect Inc., Marathon Investment Programs, and Westward Inc. Outside of advisory work, Malcolm is employed as an administrative assistant at Ballard Asphalt Paving & Maintenance Inc. Malcolm Capital Management LLC, founded in 2023, provides discretionary investment management through separately managed accounts for individuals, trusts, investment companies, and pension plans. The firm employs an active, technical-analysis-driven approach across three tactical strategies utilizing exchange-traded products, U.S. Treasuries, and cash.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Jeremy T

CFP®, Series 63, Series 65

Sioux Falls, SD

Tallgrass Wealth Management, Inc.

Jeremy Tims is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at Tallgrass Wealth Management, Inc. in Sioux Falls, SD. His career includes roles at Purshe Kaplan Sterling Investments and Sutterfield Financial Group. Outside of financial advising, he manages Oakmont Retrievers, LLC, a hunting dog stud service, and serves on the boards of the Tenfold Foundation and First Savings Bank. Tallgrass Wealth Management focuses on pension and employee benefit plan consulting and standalone financial planning, emphasizing plan-level advice rather than discretionary asset management. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to guide long-term recommendations and does not take custody of client assets, instead billing on a fee-for-service basis.

Annuities
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")