Lindsay Marie Luper

Advisor at Edward Jones — Hot Springs, SD

Updated today

Credentials

CFP®, Series 66

Experience

9 years

Location

Hot Springs, SD 57747-2323

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,146 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

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

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Fee options

Percentage

$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)

Other

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

See office

Hot Springs, SD

309 S Chicago St

Hot Springs SD 57747-2323

Advisors at this office

1

Most active in

South Dakota · Texas

Work history

9 years of industry experience

Edward Jones

2017 - Present • 9 years

Saint Louis, MO

UNEMPLOYED

2017 - 2017 • 1 year

Provo, SD

Kahler Financial Group

2006 - 2017 • 11 years

Rapid City, SD

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

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.

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

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.

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