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John Matthew Lawler

Advisor at Ameritas Advisory Services, LLC — Sioux Falls, SD

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Sioux Falls, SD 57106

Ameritas Advisory Services, LLC logo

Ameritas Advisory Services, LLC

Enterprise

Total advisors

552

Across 270 offices

Clients per advisor

53 Typical

Avg AUM per client

$448,118 Typical

HNW client ratio

3% Low

About

John Lawler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameritas and its affiliates since 2006 and owns Anderson Lawler Insurance Group, an agency focused on health insurance, employee benefits, and investment services. Lawler served as Mayor of Tea, South Dakota, for 20 years and currently serves as President of NAIFA-South Dakota. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of investment vehicles and program platforms supported by affiliated entities.

Client services

Based on Ameritas Advisory Services, LLC

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

Expertise

Based on Ameritas Advisory Services, LLC

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy

Occupation focus

Based on Ameritas Advisory Services, LLC

Founder/Business Owner Retired

Demographic focus

Based on Ameritas Advisory Services, LLC

Mid-Career Professionals

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Fee options

Fixed

Flat fee financial planning and consulting; specific amounts negotiated per client

Percentage

$0 - $250,000: Up to 2.35% (inclusive of program and IAR fees depending on program) $250,001 - $500,000: Up to 2.10% $500,001 - $750,000: Up to 1.85% $750,001 - $1,000,000: Up to 1.60% $1,000,001 - $3,000,000: Up to 1.30% - 1.35% (program dependent) $3,000,001 - $5,000,000: Approximately 1.05% $5,000,001+: Between 0.80% and negotiable depending on program

Commissions

Commission-based variable insurance products sold through affiliated broker-dealer AIC

Project-based

Hourly financial planning fees up to $500/hour

Other

Account minimum: Varies by program; see detailed program minimums below Minimum fee: Minimum fees for some programs, e.g., $50 annual minimum fee in AIS and AMR programs, $40 minimum account fee if under $70,000 in AMR and AMS programs Fee-only: Hourly rates up to $500 per hour and flat fees for financial planning and consulting; paid as agreed with client

Location

See office

Sioux Falls, SD

4808 S Technopolis Dr Ste 2

Sioux Falls SD 57106

Advisors at this office

2

Most active in

South Dakota · Texas

Work history

28 years of industry experience

Anderson Lawler Insurance Group, LLC dba Anderson Insurance

2021 - Present • 5 years

Brookings, SD

Ameritas Advisory Services, LLC

2021 - Present • 5 years

Lincoln, NE

Tax Favored Benefits

2012 - Present • 14 years

Sioux Falls, SD

Ameritas Life Insurance Corp.

2006 - Present • 20 years

Lincoln, NE

Ameritas Investment Corp.

2006 - Present • 20 years

Lincoln, NE

Mayor of Tea

2002 - 2022 • 20 years

Tea, SD

McGreevy & Associates

1998 - 2022 • 24 years

Sioux Falls, 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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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 65, Series 66

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 the Series 65 and Series 66 designations and has 16 years of industry experience, including prior roles at Morgan Stanley and Citigroup Global Markets. In addition to his advisory work, he is employed part-time as an administrative assistant at Ballard Asphalt Paving & Maintenance Inc. Malcolm Capital Management, founded in 2023, provides discretionary investment management primarily for individuals, trusts, investment companies, and pension plans. The firm employs an active, technical-analysis-driven approach across three tactical strategies using 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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