Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
4 years
Location
Pierre, SD 57501
Newedge Advisors
Enterprise
Jared Fodness is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and over four years of industry experience. His prior roles include positions at LPL Financial, Reinke Gray Wealth Management, Clausen & Rice LLP, Boen & Associates, and Trident Trust. Outside of his advisory work, he is involved in non-investment related employment with Swenson & Cowan Dental. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides diverse portfolio management and consulting services, utilizing both in-house and third-party solutions with a focus on centralized due diligence and technology integration.
Based on Newedge Advisors
Flat fees for financial planning up to $200,000; business consulting fees negotiable
$25,000 - $1,000,000: 2.25% of assets (Equity and Balanced Accounts - Advisors Choice) $1,000,001 - $2,000,000: 2.00% of assets (Equity and Balanced Accounts - Advisors Choice) Over $2,000,000+: 1.75% of assets (Equity and Balanced Accounts - Advisors Choice) $25,000 - $500,000: 2.25% of assets (Fixed Accounts - Advisors Choice) $500,001 - $1,000,000: 2.00% of assets (Fixed Accounts - Advisors Choice) $1,000,001 - $2,000,000: 1.75% of assets (Fixed Accounts - Advisors Choice) Over $2,000,000+: 1.50% of assets (Fixed Accounts - Advisors Choice) $0 - $50,000: 2.50% of assets (Financial Product Management - first $50,000) Next $200,000 - $250,000: 2.25% of assets (Financial Product Management) Next $250,000 - $500,000: 2.00% of assets (Financial Product Management) Next $500,000 - $1,000,000: 1.75% of assets (Financial Product Management) Over $1,000,000+: 1.50% of assets (Financial Product Management) $10,000 - $999,999: 1.75% of assets (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% of assets (Mid Atlantic Fund Strategy) $2,000,000 and over+: 1.25% of assets (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% of assets (Manager of Managers Equity and Balanced Accounts) $1,000,001 - $2,000,000: 2.50% of assets (Manager of Managers Equity and Balanced Accounts) Over $2,000,000+: 2.25% of assets (Manager of Managers Equity and Balanced Accounts) $100,000 - $1,000,000: 2.00% of assets (Manager of Managers Fixed Income Accounts) $1,000,001 - $2,000,000: 1.75% of assets (Manager of Managers Fixed Income Accounts) Over $2,000,000+: 1.50% of assets (Manager of Managers Fixed Income Accounts) $10,000+: $25,000 minimum for MMP program
Commissionable securities sales by representatives registered with broker-dealer affiliates
Hourly consulting fees from $0 to $500
Subscription-based fees for ongoing financial planning services; payment arrangements established via third-party vendor AdvicePay
Account minimum: $25,000 Minimum fee: A flat $20 fee per account per calendar quarter (maximum $480 per household per year) Fee-only: Flat fees up to $200,000 for financial planning; ongoing subscription fees available; hourly rates from $0 to $500
Pierre, SD
1714 N Lincoln Ave.
Pierre SD 57501
Advisors at this office
5
South Dakota
4 years of industry experience
NewEdge Advisors, LLC.
2022 - Present • 4 years
New Orleans, LA
LPL Financial
2021 - Present • 5 years
Pierre, SD
Reinke Gray Wealth Management
2021 - 2021 • 1 year
Pierre, SD
Clausen & Rice LLP
2020 - 2021 • 1 year
Pierre, SD
Boen & Associates
2017 - 2020 • 3 years
Sioux Falls, SD
Trident Trust
2016 - 2017 • 1 year
Sioux Falls, SD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63, Series 65
Pierre, SD
Optimum Wealth Management, LLC
Kelly Joneson is a CFP® and ChFC® with 38 years of industry experience. He is the founder of Optimum Wealth Management, LLC, where he has worked since 2016. In addition to his advisory role, Joneson owns and operates Optimum Insurance Solutions and runs a fishing guide service, Kelly Joneson Guide Service. Optimum Wealth Management, LLC is an independent, fee-based firm serving primarily individual clients and retirement plans. The firm manages approximately $18.2 million across 21 relationships and offers discretionary asset management, financial planning, retirement-plan consulting, and account aggregation services using model portfolios and third-party sub-advisors.
Series 63, Series 66
Pierre, SD
Colliers Securities LLC
Tobin Morris is a financial advisor with Colliers Securities LLC in Pierre, SD, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Colliers Securities since 2011. Outside of his advisory work, Morris serves on the boards of Capital Area Counseling, a nonprofit focused on mental health and foster care, and the Boys & Girls Club of the Capital Area. Colliers Securities serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.
Series 65
Pierre, SD
Wealth Management
Kristy Hight is a financial advisor with Wealth Management who holds a Series 65 designation and has five years of industry experience. She has worked at Acorn Trust Company, Rice & Associates, Inc., and American Bank & Trust. Outside of her advisory role, she serves as a senior accountant at Clausen & Rice LLP, providing tax return preparation, bookkeeping, consulting, and tax planning services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients by providing discretionary asset management, fiduciary services, backoffice support, and financial planning. The firm uses broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach, and offers model allocation portfolios with an emphasis on fee transparency and cost minimization.
Series 65
Pierre, SD
Wealth Management
Daniel Rice is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with Wealth Management in Pierre, South Dakota. He is also a partner at Clausen & Rice, an accounting firm, and a member of PSD Enterprises, LLC, which operates a liquor store. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients including defined contribution plan sponsors and government entities. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory with a long-term, buy-and-hold approach, emphasizing fee transparency and cost minimization.
Series 66
Pierre, SD
Newedge Advisors
Robert Gray is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors since 2018, following twelve years at Investment Centers of America and concurrent service with LPL Financial since 2017. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisor and client needs.
Series 63, Series 65
Pierre, SD
Newedge Advisors
Nicole Neal is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 registrations and four years of industry experience. She previously worked at Edward Jones Investments from 2009 to 2019 and has been with LPL Financial since 2019. Neal also provides administrative support to NewEdge Advisors, contributing significant time to the firm's operations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)