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Kathryn Sue Wilson

Advisor at OSAIC — Whitewood, SD

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Whitewood, SD

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Kathryn Wilson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked at OSAIC since 2024, with prior roles at Securities America Advisors, Arbor Point Advisors, and KMS Financial Services. In addition to advising, she sells term and hybrid life insurance policies with long-term care riders for estate planning purposes. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm uses asset-allocation tools and risk-tolerance analyses to construct portfolios that include stocks, bonds, mutual funds, ETFs, and alternatives, with both discretionary and non-discretionary management options.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Whitewood, SD

Whitewood SD

Advisors at this office

1

Most active in

South Dakota

Work history

29 years of industry experience

OSAIC

2024 - Present • 2 years

Whitewood, SD

Securities America Advisors, Inc.

2020 - 2024 • 4 years

Whitewood, SD

Securities America, inc.

2020 - 2024 • 4 years

Whitewood, SD

Arbor Point Advisors

2020 - 2020 • 1 year

Whitewood, SD

KMS Financial Services, Inc

2011 - 2020 • 9 years

Seattle, WA

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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Kathleen B

Series 63, Series 66

Spearfish, SD

Hightower Advisors

Kathleen Barlow is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Journey Strategic Wealth LLC, Women’s Inspired Network, and Raymond James Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds through a model focused on manager selection and multi-manager solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Tamara B

Series 63, Series 65

Spearfish, SD

Eagle Strategies (NY Life)

Tamara Burke is a financial advisor with Eagle Strategies (NY Life) in Spearfish, SD, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has been with Eagle Strategies since 2008 and has longstanding ties to New York Life and its affiliated entities beginning in 2003. Burke serves on the board of the Black Hills State University Foundation and is an officer of Deadwood History Inc., which manages several historical museums. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and institutional retirement plans. The firm delivers solutions through multiple program types with an emphasis on tailoring advice to client objectives and maintains a predominantly non-discretionary asset management approach.

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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Clint M

Series 63, Series 65

Spearfish, SD

Voya financial Advisors, Inc.

Clint Meyer is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Voya since 2014 and has also owned Spearfish Insurance Brokerage since 2004. Outside of his advisory role, Meyer is involved in insurance sales and participates in a hunting farm partnership. Voya Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based programs.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Cheryl K

CFA®, Series 63

Sturgis, SD

Cetera

Cheryl Kunstle is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Cetera Wealth Services, Tartan Financial Services, LLC, and has been involved in financial services consulting since 2011. Outside of advising, she owns and operates businesses in accounting and tax preparation as well as business consulting focused on office efficiencies and technology. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform featuring affiliated and third-party managers and a variety of program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ryan A

Series 66

Spearfish, SD

Edward Jones

Ryan Aalbu is a financial advisor with Edward Jones in Spearfish, South Dakota. He holds the Series 66 license and began his advisory role at Edward Jones in 2025. Prior to this, he spent 18 years with Northern Hills Training Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Emily R

Series 66

Spearfish, SD

LPL Financial

Emily Robison is a Series 66 licensed financial advisor with LPL Financial, based in Spearfish, SD, and has five years of industry experience. She has been associated with LPL Financial since 2007. Additionally, she is a commissioned notary and operates a separate business entity, Hometown Girl Securities, LLC, for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting through a network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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