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Jordan Joseph Hejna

Advisor at Lakeport Advisors, LLC — Tabor, SD

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Tabor, SD

Lakeport Advisors, LLC

Independent

Total advisors

1

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

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 and has involvement in several business ventures, including Silver Bell Farms LLC, Living Legacies LLC, and Lakeport Enterprises LLC. Lakeport Advisors, LLC is an independent, state-registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and comprehensive wealth-planning services. The firm constructs diversified portfolios primarily using low-cost mutual funds and ETFs, employing a long-term allocation approach while retaining discretion for rebalancing and tactical trades.

Client services

Based on Lakeport Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Lakeport Advisors, LLC

Wealth management

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Fee options

Percentage

$0 - $500,000: 0.85% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.65%

Project-based

$150 per hour for stand-alone financial planning services

Location

Tabor, SD

Tabor SD

Advisors at this office

1

Most active in

South Dakota

Work history

< 1 year of industry experience

Lakeport Advisors, LLC

2026 - Present • 1 year

Tabor, SD

Silver Bell Farms LLC

2025 - Present • 1 year

Tabor, SD

Living Legacies LLC

2025 - Present • 1 year

Tabor, SD

Lakeport Enterprises LLC

2023 - Present • 3 years

Tabor, SD

First Dakota National Bank

2019 - 2023 • 4 years

Yankton, SD

South Dakota State University

2017 - 2019 • 2 years

Brookings, SD

South Dakota State University

2014 - 2019 • 5 years

Brookings, 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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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
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Jennifer L

CFP®, ChFC®, Series 66

Yankton, SD

IPI Wealth Management, Inc.

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.

ESG / Sustainable investing Retirement income strategy
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Brady C

Series 63, Series 65

Tyndall, SD

Eagle Strategies (NY Life)

Brady Cameron is a financial advisor with Eagle Strategies (New York Life) based in Tyndall, South Dakota. He holds Series 63 and Series 65 licenses and has four years of industry experience. Cameron operates Cameron Financial Group, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered predominantly through non-discretionary asset management and maintains a broad network of affiliated investment adviser representatives.

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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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
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Bradley C

ChFC®, Series 63

Tyndall, SD

Eagle Strategies (NY Life)

Bradley Cameron is a ChFC® with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has held roles at Cameron Financial Group, LLC since 2020 and has been with Eagle Strategies since 2017. Cameron also has a long tenure with New York Life Insurance Company and related entities dating back to 2000. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

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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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
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