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Cindy Lee Giacometto

Advisor at Principal Financial Services — Belle Fourche, SD

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Belle Fourche, SD 57717

Principal Financial Services logo

Principal Financial Services

Enterprise

Total advisors

1,464

Across 577 offices

Clients per advisor

35 Very Low

Avg AUM per client

$324,050 Low

HNW client ratio

5% Low

About

Cindy Giacometto is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes 25 years at Waddell & Reed Inc and more recent roles at Principal Securities Inc and Principal Life Insurance Company. She is also licensed to sell outside life, disability income, long-term care, fixed annuities, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third-party managers.

Client services

Based on Principal Financial Services

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

Occupation focus

Based on Principal Financial Services

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)

Project-based
Subscriptions

Location

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Belle Fourche, SD

519 State St

Belle Fourche SD 57717

Advisors at this office

2

Most active in

South Dakota · Texas

Work history

30 years of industry experience

Principal Securities Inc

2022 - Present • 4 years

Belle Fourche, SD

Principal Life Insurance Company

2022 - Present • 4 years

Belle Fourche, SD

LPL Financial

2021 - 2022 • 1 year

Belle Fourche, SD

Waddell & Reed Inc

1996 - 2021 • 25 years

Belle Fourche, SD

Disclosures

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

Business activities & affiliations

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Adam W

Series 66

Belle Fourche, SD

Principal Financial Services

Adam Woxland is a financial advisor at Principal Financial Services with a Series 66 designation and four years of industry experience. His prior work includes roles at Principal Securities Inc, Principal Life Insurance Company, Waddell & Reed, and Marine Credit Union. He serves on the finance committee for Black Hills Christian Academy. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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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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Gwen M

Series 66

Spearfish, SD

LPL Financial

Gwen Martin is a financial advisor with LPL Financial, holding a Series 66 designation and over 18 years of industry experience. Her prior work includes roles at Ameriprise Financial Services, Diane Chamberlain, and Waddell & Reed, Inc. She is also licensed as an insurance agent with various carriers through W&R Insurance Agencies. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning and retirement consulting, supported by in-house and third-party research and portfolio management options.

College savings (529s, UTMA, etc.)

Megan B

Series 66

Spearfish, SD

Edward Jones

Megan Berberick is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Collin C

Series 63, Series 66

Spearfish, SD

Edward Jones

Collin Cantalope is a financial advisor at Edward Jones in Spearfish, South Dakota, holding Series 63 and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns a commercial property management business and is involved as a limited partner in an oil and gas venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and offices.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Christa C

Series 66

Spearfish, SD

Edward Jones

Christa Cantalope is a financial advisor at Edward Jones in Spearfish, SD, holding a Series 66 designation with seven years of industry experience. She previously worked at Farm Bureau Financial Services and Leavitt Heartland Insurance Services. Outside of her advisory role, she is the owner of Cantalope Property Management LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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