Lindsay Luper
Advisor at Edward Jones
Updated today
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.
Location
Hot Springs, SD 57747-2323
Credentials
CFP®, Series 66
Industry experience
8 years
About
Lindsay Luper is a CFP® and holds a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Kahler Financial Group for eleven years. Outside of her financial advisory role, Lindsay co-owns and operates a beef cattle ranch in Provo, South Dakota. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Business succession planning
Retirement income strategy
Wealth management
Occupation focus
Founder/Business Owner
Demographic focus
Intergenerational Families
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
309 S Chicago St
Hot Springs, SD 57747-2323
Most active in
Lindsay L has reported serving >5 clients in these states in the last 12 months.
South Dakota · Texas
Work history
Edward Jones
2017 - Present (9 years)
UNEMPLOYED
2017 - 2017 (1 year)
Kahler Financial Group
2006 - 2017 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Shane M
Series 66
Hot Springs, SD
Ameriprise
Shane Miller is a financial advisor at Ameriprise with 10 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Miller serves on the Edgemont School Board, acts as a deacon at Trinity Lutheran Church, provides flight instruction, and assists with ranching activities on the HU Ranch. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized advice through a centralized consulting team.
Barbara M
Series 63
Hot Springs, SD
Ameriprise
Barbara Miller is a financial advisor at Ameriprise with 44 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in ranching with her husband and holds multiple community leadership positions, including president of Friends for Education and treasurer roles with local organizations in South Dakota. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored retirement advice.
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