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
Series 63, Series 65
Experience Industry experience
29 years
Location
Dakota Dunes, SD 57049
OSAIC
Institution
Mary Sterk is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 29 years of industry experience. She worked at Woodbury Financial Services for 27 years prior to joining OSAIC in 2024. Outside of her advisory role, she is involved in motivational speaking and is an author of books she sells independently. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple platforms and third-party solutions for portfolio management.
Based on OSAIC
Based on OSAIC
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.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
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.
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.
Dakota Dunes, SD Oak Tree Lane
350 Oak Tree Lane, Suite 150
Dakota Dunes SD 57049
Advisors at this office
6
California · Florida · Iowa · Minnesota · Nebraska · South Dakota · Texas
29 years of industry experience
OSAIC
2024 - Present • 2 years
Dakota Dunes, SD
Woodbury Financial Services
1997 - 2024 • 27 years
Oakdale, MN
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.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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 20 years of experience in the financial services industry. He is currently with Pecaut Wealth Management, where he has worked since 2021. His previous experience includes roles at Morgan Stanley and several wealth management firms. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing tailored financial planning, discretionary portfolio management, and investment consulting. The firm follows a long-term, value-oriented investment approach, utilizing fundamental analysis and proprietary economic indicators to manage portfolio risk and asset allocation.
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 designation with 10 years of industry experience. He has been with Pecaut & Co. since 2016. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing tailored 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 manage asset allocation and portfolio risk.
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 at RDA Financial Network with 11 years of industry experience and holds a Series 66 designation. He has been associated with RDA Financial Network since 2017 and previously worked with United Planners Financial Services. Outside of his advisory role, Giles is involved in property management and real estate through ownership interests in multiple entities. RDA Financial Network serves both individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.
CFP®, Series 66
Sioux City, IA
WealthPLAN Partners
Dana Baldridge is a Certified Financial Planner® with eight years of industry experience. He currently serves as a wealth manager at WealthPLAN Partners and has worked previously with Securities America Advisors and Edward Jones. His background includes roles in financial planning, investment advice, and insurance product sales related to financial planning. WealthPLAN Partners provides investment management, financial planning, and retirement-plan consulting to both individual and institutional clients. The firm employs a strategy diversification approach, combining mutual funds, ETFs, individual securities, and alternative strategies to tailor portfolios according to client objectives and risk tolerance.
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