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Gwen Lily Martin

Advisor at LPL Financial — Spearfish, SD 1230 North Ave

Updated today

Credentials

Series 66

Experience

18 years

Location

Spearfish, SD 57783

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Gwen Martin is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Ameriprise Financial Services, Inc., Diane Chamberlain, and Waddell & Reed, Inc. Martin also works as an insurance agent through various insurance carriers associated with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Spearfish, SD 1230 North Ave

1230 North Ave Ste 8

Spearfish SD 57783

Advisors at this office

1

Most active in

South Dakota

Work history

18 years of industry experience

LPL Financial

2021 - Present • 5 years

Spearfish, SD

Diane Chamberlain

2019 - 2021 • 2 years

Spearfish, SD

Waddell & Reed, Inc.

2019 - 2021 • 2 years

Spearfish, SD

Various Insurance Carriers for W&R Insurance Agencies

2019 - 2021 • 2 years

Spearfish, SD

Ameriprise Financial Services, Inc.

2007 - 2019 • 12 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

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Cindy G

Series 63, Series 65

Belle Fourche, SD

Principal Financial Services

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.

Retired Founder/Business Owner
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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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Adam W

Series 66

Belle Fourche, SD

Principal Financial Services

Adam Woxland is a Series 66-registered financial advisor with Principal Financial Services, based in Belle Fourche, South Dakota, and has five years of industry experience. He has previously worked at Waddell & Reed, Inc and held roles in construction and public service, including five years with the South Dakota Highway Patrol. Outside of financial advising, Woxland serves on the finance committee of Black Hills Christian Academy. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Retired Founder/Business Owner
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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
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Clint M

Series 63, Series 65

Spearfish, SD

VOYA Financial Advisors, Inc.

Clint Meyer is a financial advisor at VOYA Financial Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA since 2014. Meyer also owns and operates Spearfish Insurance Brokerage and is involved in a hunting farm venture as a member partner. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients through a large network of investment adviser representatives and a broad product offering. The firm emphasizes investment policy statements and model allocations, combining in-house and external strategies with technology-enabled tools to implement client recommendations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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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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