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Scott Schlisner

Advisor at LPL Financial

Updated today

Location

Miller, SD 57362

Credentials

Series 63, Series 65

Industry experience

21 years

About

Scott Schlisner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Waddell & Reed, various insurance carriers, and ongoing involvement in his family business, Schlisner Farms. He also has a longstanding association with Dakota State University. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions, supported by an in-house research team, and combines large-scale advisory operations with insurance and lending products.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

224 N Broadway

Miller, SD 57362

Most active in

Arkansas · California · Colorado · Florida · Georgia · Idaho · Illinois · Iowa · Louisiana · Michigan · Minnesota · Montana · Nebraska · North Carolina · North Dakota · South Carolina · South Dakota · Texas · Washington · Wyoming

Work history

LPL Financial, LLC

2021 - Present (5 years)

AG Drainage LLC

2012 - Present (14 years)

Scott Schlisner

2009 - Present (17 years)

Dakota State University

2006 - Present (20 years)

Various Insurance Carriers for W & R Insurance Agencies

2005 - 2021 (16 years)

Waddell & Reed, Inc.

2004 - 2021 (17 years)

Schlisner Farms

1992 - Present (34 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joann M

ChFC®, Series 63

Miler, SD

Calton & Associates, Inc.

Joann Morford is a financial advisor at Calton & Associates, Inc. with 39 years of industry experience. She holds the ChFC® and Series 63 designations and previously worked at Capital Financial Services, Inc. for 16 years before joining Calton & Associates in 2019. Outside of her advisory role, she serves as a director for Dakota Energy Co-operative, Inc. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both advisory and commission-based brokerage and insurance products, tailoring investment recommendations based on client goals and risk tolerance through various program structures and analytic approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Keaton N

Series 66

Miller, SD

LPL Financial

Keaton Nighbert is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Walmart, Red Horse Seed Production, One Stop, Trinity Lutheran, and Madison Middle/High School. He is also involved in a non-variable insurance business through Crump. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with insurance and credit services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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