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.
Credentials
CFP®, Series 66
Experience Industry experience
4 years
Location
Dakota Dunes, SD 57049
STIFEL
Institution
Mary Ann Kelly is a financial advisor at Stifel with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Stifel in 2021, she worked at Dunes Surgical Hospital and Big Beard's Adventure Tours. She serves on the board and the service committee of the Rotary Club of Sioux City, a charitable organization involved in community projects. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Based on STIFEL
Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees
Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000
Dakota Dunes, SD
400 Gold Circle, Suite 220
Dakota Dunes SD 57049
Advisors at this office
9
Iowa · South Dakota · Texas
4 years of industry experience
Stifel
2021 - Present • 5 years
Sioux City, IA
Dunes Surgical Hospital
2017 - 2021 • 4 years
Dakota Dunes, SD
Cloverleaf Cold Storage
2017 - 2017 • 1 year
Sioux City, IA
Big Beard's Adventure Tours
2011 - 2016 • 5 years
Christiansted
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63
Sioux City, IA
Pecaut Wealth Management
Daniel Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, with 27 years of industry experience. He holds a Series 63 designation and has been with Pecaut & Co. since 1979, continuing through its transition to Pecaut Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to tailor and adjust client portfolios.
CFA®, Series 63, Series 65
Sioux City, IA
Pecaut Wealth Management
Michael Gallagher is a CFA® charterholder with 19 years of industry experience. He is currently with Pecaut Wealth Management, where he has worked since 2021. His prior experience includes roles at TPG Financial Advisors, The Partners Group, and Geneos Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans with customized financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to guide portfolio adjustments.
Series 65
Sioux City, IA
Pecaut Wealth Management
John Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, holding a Series 65 license with nine years of industry experience. He has worked at Pecaut & Co. since 2016. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary economic indicator system to tailor and adjust client portfolios based on goals, risk tolerance, and tax considerations.
Series 65
Dakota Dunes, SD
Blue Line Capital
Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.
Series 66
Sioux City, IA
RDA Financial network
Gregory Giles is a financial advisor with RDA Financial Network based in Sioux City, IA, holding a Series 66 designation and bringing 11 years of industry experience. His work history includes roles at United Planners Financial Services and Legacy Financial, LLC. Outside of advising, he is involved in real estate, holding ownership interests in several real estate entities and rental properties. RDA Financial Network serves individual and institutional clients, offering a range of investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary management, third-party sub-advisors, and proprietary strategies under the oversight of a Wealth Management Committee.
CFP®, Series 66
Sioux City, IA
WealthPlan Partners
Dana Baldridge is a CFP® professional with eight years of experience in financial planning and wealth management. He is currently a wealth manager at WealthPlan Partners in Sioux City, IA, and has previously worked with EFS Group and Securities America Advisors. WealthPlan Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a Strategy Diversification approach, utilizing mutual funds, ETFs, individual securities, and alternative strategies, managing most client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.
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