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Fred Eric Ymker

Advisor at Commonwealth Financial Network — Sioux Falls, SD W Trevi Place

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

32 years

Location

Sioux Falls, SD 57108

Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Total advisors

2,776

Across 1,214 offices

Clients per advisor

128 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

About

Fred Ymker is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and Legacy Wealth Group, LLC. He has worked at these firms since 2015. Ymker is also co-owner of Legacy Insurance Group, LLC, which focuses on fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, compliance, and investment management, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios.

Client services

Based on Commonwealth Financial Network

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

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

See office

Sioux Falls, SD W Trevi Place

2401 W Trevi Place, Suite 201 & 204

Sioux Falls SD 57108

Advisors at this office

2

Most active in

South Dakota · Texas

Work history

32 years of industry experience

Legacy Wealth Group, LLC

2015 - Present • 11 years

Sioux Falls, SD

Commonwealth Financial Network

2015 - Present • 11 years

San Diego, CA

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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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
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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
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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
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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
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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
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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
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