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Hope Marie Hagin

Advisor at Raymond James Financial — Brookings, SD

Updated today

Credentials

Series 66

Experience

3 years

Location

Brookings, SD 57006

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Hope Hagin is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. She also works as an associate at First Bank & Trust Investment Services, supporting Raymond James offices within the bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to help clients meet their goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Brookings, SD

520 Sixth Street

Brookings SD 57006

Advisors at this office

1

Most active in

South Dakota · Texas

Work history

3 years of industry experience

The Lie'brary

2025 - Present • 1 year

Sioux Falls, ND

Raymond James Financial

2024 - Present • 2 years

Brookings, SD

First Bank & Trust

2022 - Present • 4 years

Brookings, SD

Raymond James Financial Services, Inc

2022 - Present • 4 years

Brookings, SD

Craft Fusion

2019 - 2025 • 6 years

Brookings, SD

Full-time education

2018 - 2019 • 1 year

Brookings, SD

The Eldo

2017 - 2018 • 1 year

Long Beach, CA

Full-time education

2013 - 2017 • 4 years

Long Beach, 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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Brian B

CFA®, Series 65

Brookings, SD

Birch Investment Management, LLC

Brian Berkenhoff is the principal advisor at Birch Investment Management, LLC in Brookings, South Dakota. He holds the CFA charter and a Series 65 license, with 21 years of industry experience. Berkenhoff has led Birch Investment Management since 2011. Birch Investment Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a modern portfolio theory-based investment process that combines passive and active strategies to tailor asset allocations according to client goals, risk tolerance, and tax considerations.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Tadd H

Series 63, Series 65

Brookings, SD

Mutual Of Omaha Investor Services, Inc.

Tadd Haggerty is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Haggerty has been with Mutual of Omaha since 2004. He also owns and serves as president of Haggerty Financial Services LLC and works as an insurance agent offering a range of insurance products including fixed annuities and life insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and supports a range of account management options.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Abby G

Series 66

Brookings, SD

Wealth Enhancement Advisory Services, LLC

Abby Gilk is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and recently beginning her career in the industry. Prior to joining the firm in 2026, she held various roles including positions at South Dakota State University and Minnwest Bank. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Tanner O

CFP®, Series 66

Brookings, SD

LPL Financial

Tanner Odegaard is a CFP®-certified financial advisor with nine years of industry experience. He is currently with LPL Financial and previously worked at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. Outside of his advisory role, he owns 8 Second Media, LLC, a business based in Brookings, SD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory solutions including model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Chad S

Series 66

Brookings, SD

Edward Jones

Chad Shields is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Religious/faith focused
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Bradley N

CFP®, Series 63

Brookings, SD

Ameriprise

Bradley Ness is a CFP® with 37 years of experience in the financial services industry, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 32 years. Outside of his advisory role, he works as an associate financial advisor with LFP Consulting, LLC and also monitors the closing of a community swimming pool in the evenings. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, annual recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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