user avatar

Jennifer Kay Larson

Advisor at IPI Wealth Management, Inc. — Yankton, SD

Updated today

Credentials

CFP®, ChFC®, Series 66

Experience

18 years

Location

Yankton, SD 57078

IPI Wealth Management, Inc. logo

IPI Wealth Management, Inc.

Multi-team

Total advisors

64

Across 32 offices

Clients per advisor

205 Very High

Avg AUM per client

$193,517 Very Low

HNW client ratio

3% Very Low

About

Jennifer Larson is a CFP® and ChFC® credentialed financial advisor with 17 years of industry experience. She has been with IPI Wealth Management, Inc. since 2008. Outside of her advisory role, Larson is the owner and president of Investment Planners of SD, Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent operational model for trade execution and portfolio management.

Client services

Based on IPI Wealth Management, Inc.

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

Expertise

Based on IPI Wealth Management, Inc.

ESG / Sustainable investing Retirement income strategy

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fixed fees ranging approximately from $750 to $5,000 or more depending on complexity

Percentage

$0 - $250,000: 2.0% $250,001 - $500,000: 1.5% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%

Commissions

Commissions and 12b-1 fees earned by affiliated broker-dealer on securities and insurance transactions, separate from advisory fees

Project-based

Hourly financial planning fees negotiable, typically $150 to $250 per hour

Other

Fee-only: Financial planning fees charged hourly ($150 to $250 per hour) or fixed fee basis ($750 to $5,000 or more)

Location

See office

Yankton, SD

321 Broadway

Yankton SD 57078

Advisors at this office

2

Most active in

South Dakota

Work history

18 years of industry experience

Ipi Wealth Management

2008 - Present • 18 years

Yankton, SD

Investment Planners, Inc.

2008 - Present • 18 years

Decatur, IL

Disclosures

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

Business activities & affiliations

user avatar

Jordan H

Series 65

Tabor, SD

Lakeport Advisors, LLC

Jordan Hejna is a financial advisor at Lakeport Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to founding Lakeport Advisors, he worked at First Dakota National Bank for four years and was affiliated with South Dakota State University for five years. Outside of advisory services, he is involved in seasonal farming and small retail ventures. Lakeport Advisors is an independent firm that provides investment advisory and wealth management services to individuals and high-net-worth clients. The firm constructs diversified portfolios using low-cost mutual funds and ETFs, employs a mix of fundamental and technical analysis, and offers stand-alone hourly financial planning alongside discretionary portfolio management.

General retirement planning Wealth management
user avatar

Justin D

Series 66

Yankton, SD

IPI Wealth Management, Inc.

Justin Dietrich is a financial advisor at IPI Wealth Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at IPI Wealth Management since 2021. Outside of his advisory role, Dietrich serves as President and Director of Coaching for the Yankton Youth Soccer Association in a voluntary capacity. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes an open-architecture investment platform with proprietary risk-based models and an investment committee framework, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

ESG / Sustainable investing Retirement income strategy
user avatar

Lori R

Series 66

Yankton, SD

SPC

Lori Rothenberger is a financial advisor with SPC who holds a Series 66 designation and has 14 years of industry experience. Her prior roles include nine years at Raymond James Financial Services and involvement with Ascend Financial, where she also acts as an insurance agent. She serves as the treasurer and board member of the Large Munsterlander Association of America, maintaining financial accounting and providing reports. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice primarily through Fidelity custodial platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Kaye C

Series 63, Series 66

Yankton, SD

Ameriprise

Kaye Cwach is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

David H

CFP®, Series 66

Yankton, SD

Raymond James Financial

David Hosmer is a CFP® professional with 12 years of experience currently serving at Raymond James Financial Services Advisors, Inc. He has prior experience at Den Herder Law Office, PC, and maintains a legal practice focused on simple estate and trust documents. Hosmer is involved in his community as a finance and investment committee member for Avera Sacred Heart Hospital, serves on the board and finance committee of the local United Way, and produces a podcast series interviewing World War II veterans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes non-discretionary, tailored planning and employs analytical tools to support client goals, while also offering specialized advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Dillon L

Series 66

Yankton, SD

Thrivent Investment Management

Dillon Lubischer is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has held roles at Thrivent Financial, RentVision, Sandhills Global, McMill CPAs and Advisors, First National Bank of Omaha, and Midwest Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers retirement, tax, estate, business continuation, and special needs topics. The firm delivers these services through a network of financial advisors and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")