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
15 years
Location
Watertown, SD 57201
Eagle Strategies (NY Life)
Enterprise
Melissa Gilbert is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with New York Life Insurance Company and its affiliated entities since 2011. Gilbert is based in Watertown, SD. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of advisory solutions tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Watertown, SD 9th Ave
208 9th Ave, Suite 2
Watertown SD 57201-3536
Advisors at this office
1
South Dakota
15 years of industry experience
Eagle Strategies (NY Life)
2021 - Present • 5 years
Watertown, SD
Nylife Securities LLC
2011 - Present • 15 years
Sioux Falls, SD
New York Life Insurance Company
2011 - Present • 15 years
Sioux Falls, SD
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Watertown, SD
Midwest Financial Strategies
Lee Rycraft is a financial advisor at Midwest Financial Strategies with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Visionpoint Advisory Group, LPL Financial, and Axa Advisors. Rycraft is also a licensed insurance agent. Midwest Financial Strategies provides portfolio management, financial planning, and retirement plan consulting for individuals, trusts, and employer plans. The firm uses individualized portfolios based on model allocations, incorporating charting and technical analysis with a long-term trading approach, and offers services including discretionary management and tailored Investment Policy Statements.
Series 63, Series 65
Watertown, SD
Terry Peschl & Associates, Inc.
Terry Peschl is the principal of Terry Peschl & Associates, Inc., a state-registered investment advisory firm based in Watertown, South Dakota. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has operated his advisory firm since 1973 and also manages a rental property business. Terry Peschl & Associates provides financial planning, third-party money manager selection, and retirement plan services to individuals and employer SIMPLE plans. The firm focuses on planning and advisory services while relying on recommended third-party managers for investment implementation, without directly managing client portfolios.
Series 65
Watertown, SD
Big Sioux Wealth Management
Thomas Mattingly is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding a Series 65 license with three years of industry experience. Before joining Big Sioux Wealth Management, he worked for 14 years with the Watertown School District. He also serves as a basketball and football coach at Watertown High School. Big Sioux Wealth Management provides asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines adviser-led relationship management with a platform operated by GeoWealth, offering tailored investment strategies and ongoing portfolio monitoring.
Series 66
Watertown, SD
Colliers Securities LLC
Nancy Linneman is a financial advisor at Colliers Securities LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Colliers Securities since 2010. Outside of her advisory role, she serves as a board member for the Watertown Community Foundation/Women & Giving, involved in grant dispensing. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.
Series 66, Series 65
Watertown, SD
Big Sioux Wealth Management
Connie Streff is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Big Sioux Wealth Management, she worked at Peschl & Associates, Inc. and spent over a decade with the South Dakota Division of Insurance and Securities. Big Sioux Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning services. The firm uses a combination of adviser-led relationship management and support from GeoWealth’s asset management platform, offering tailored investment strategies and portfolio monitoring based on clients’ goals and risk tolerance.
CFP®, Series 63, Series 65
Watertown, SD
Big Sioux Wealth Management
Dustin Padgett is a CFP® with 27 years of experience in the financial services industry. He is currently with Big Sioux Wealth Management, where he has worked since 2019, and previously spent 19 years at Raymond James Financial Services. Padgett also holds Series 63 and Series 65 licenses. Big Sioux Wealth Management provides portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis with tailored investment programs and serves over 1,100 clients with approximately $200.7 million in assets under management.
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