Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Lloyd H
Series 65, Series 66
Aberdeen, SD
Wealth Plus Of The Dakotas, Inc.
Lloyd Hodgin is a financial advisor with Wealth Plus of the Dakotas, Inc., holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Wealth Plus of the Dakotas since 2016 and previously at firms including Saxony Securities and Capital Financial Services. Outside of investment advising, he is vice president and part owner of Premier Tax and Bookkeeping, which provides tax preparation and bookkeeping services. Wealth Plus of the Dakotas is a fee-based investment adviser serving individual clients and retirement plans, offering portfolio management and financial planning with a focus on modern portfolio theory and technical analysis. The firm provides both discretionary and non-discretionary asset management and acts as a liaison with third-party money managers.
Trevor B
Series 65
Aberdeen, SD
Wealth Plus Of The Dakotas, Inc.
Trevor Begeman is a financial advisor with Wealth Plus of the Dakotas, Inc. in Aberdeen, SD, holding a Series 65 credential and two years of industry experience. His background includes roles in insurance production and tax accounting, including work with Premier Tax Service, Inc. and Mutual of Omaha Insurance Company. In addition to advisory services, he works as an independent insurance producer. Wealth Plus of the Dakotas provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs modern portfolio theory and technical analysis in its investment process and offers both discretionary and non-discretionary account management along with ERISA 3(21) retirement-plan advisory services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters