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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Darwyn S

Series 63, Series 65

Sioux Falls,, SD

Eagle Strategies (NY Life)

Darwyn Sprik is a financial advisor with Eagle Strategies (New York Life) in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Eagle Strategies since 2016 and also operates Sprik Financial Group, LLC, which brokers non-registered insurance products. Sprik serves as a board member of the Fearless Foundation, a nonprofit organization focused on connecting donors with charitable causes. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, coordinating investment advice with affiliated insurance and broker-dealer entities as part of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Broc S

Series 66

Sioux Falls, SD

Commonwealth Financial Network

Broc Schaefbauer is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has previously worked at Legacy Wealth Group, LLC. Outside of advising, he is involved in fixed insurance sales in Sioux Falls, SD. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, technology, investment management, compliance, and practice management.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Eric L

Series 66

Sioux Falls, SD

Newedge Advisors

Eric Looby is a Series 66 licensed advisor with NewEdge Advisors, based in Sioux Falls, SD, and has three years of industry experience. Before joining NewEdge Advisors in 2025, he worked at UBS Financial Services and Merrill Lynch. Outside of his advisory role, he pursues personal investments in vacant land parcels in Minnesota, aiming to flip them for profit. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program combining asset management with financial planning, using a range of investment approaches and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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James W

Series 63, Series 65

Sioux Falls, SD

Newedge Advisors

James Willers is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining NewEdge Advisors in 2025, he spent 12 years at UBS Financial Services. Outside of his advisory role, he is involved with First Lutheran Church in Sioux Falls, SD. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.

Retirement plans for business owners (SEP, solo 401k)
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Fred Y

CFP®, Series 63, Series 65

Sioux Falls, SD

Commonwealth Financial Network

Fred Ymker is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and Legacy Wealth Group, LLC. He has worked at these firms since 2015. Ymker is also co-owner of Legacy Insurance Group, LLC, which focuses on fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, compliance, and investment management, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael P

Series 66

Sioux Falls, SD

Commonwealth Financial Network

Michael Paulson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. His prior work includes roles at South Dakota State University, Legacy Wealth Group, Josiahs, Amazon, and educational institutions including Roosevelt High School and Memorial Middle School. He is also involved in fixed insurance sales conducted during business hours in Sioux Falls, SD. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support while offering a range of investment solutions including discretionary model portfolios and customized program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Tyler G

Series 63, Series 65

Sioux Falls, SD

Eagle Strategies (NY Life)

Tyler Garry is a financial advisor with Eagle Strategies (NY Life) in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Eagle Strategies since 2016 and is a partner at Garry Associates LLP, which brokers non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 advisors. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in assets as of December 2024.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Kevin G

ChFC®, Series 63

Sioux Falls, SD

Eagle Strategies (NY Life)

Kevin Garry is a financial advisor with Eagle Strategies (New York Life) based in Sioux Falls, SD. He holds the ChFC® designation and Series 63 license, with 40 years of industry experience. Mr. Garry has been affiliated with New York Life Insurance Company, NYLIFE Securities LLC, and Garry Associates, LLP since 1985. He serves as a volunteer on the St. Katherine Committee, is a board member of the State Life & Health Insurance Advisory Board, and is involved with the Bishop O'Gorman School System Foundation. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as a subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Megan L

CFP®, Series 63, Series 66

Sioux Falls, SD

Newedge Advisors

Megan Landon is a CFP® professional with four years of experience in the financial services industry. She is currently a wealth advisor at NewEdge Advisors in Sioux Falls, SD, where she works on a team providing advisory services and also supports operations. Prior to joining NewEdge Advisors, Megan held positions at UBS Financial Services and TD Ameritrade. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a range of analytic approaches and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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Kasha F

Series 63, Series 65

Sioux Falls, SD

Eagle Strategies (NY Life)

Kasha Fritsch is a financial advisor at Eagle Strategies (NY Life) based in Sioux Falls, SD, holding Series 63 and Series 65 registrations. She has worked in the financial services industry since 2019, with prior experience at Garry Associates and RMS Roller Grinder. Eagle Strategies LLC is an SEC-registered investment adviser and a wholly owned subsidiary of New York Life that serves individual investors, high-net-worth households, and employer-sponsored retirement plans through a large network of investment adviser representatives. The firm emphasizes tailored financial planning and retirement consulting using third-party managers and model portfolios, with a primary focus on non-discretionary client relationships.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Allie U

Series 63, Series 65

Sioux Falls, SD

STIFEL

Allie Underberg is a financial advisor at Stifel with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2020. Prior to that, she held various roles at Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, Allie is also a notary. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Dave D

CFP®, Series 66

Sioux Falls, SD

OSAIC

Dave Devries is a CFP® with eight years of industry experience, currently serving as a financial advisor at Osaic Wealth Inc. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Devries is also an author of a forthcoming book titled *Green Light Millionaire*, which focuses on helping people think differently about their finances. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, and offers a range of investment programs and planning solutions.

Annuities Founder/Business Owner Executive Retired
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Matthew G

Series 66

Sioux Falls, SD

OSAIC

Matthew Grimlie is a financial advisor with Osaic Wealth Inc. in Sioux Falls, SD, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Vintage Financial Group, Principal, and Scottrade. He is the owner and founder of Meadowland Financial Group, an independent insurance and investment business. Osaic Wealth Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Preston V

CFP®, Series 66

Canton, SD

Edward Jones

Preston Van Zee is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Based in Canton, SD, he balances his advisory work with interests in music entertainment and woodworking, engaging in both activities during his spare time. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Maggie F

CFP®, Series 66

Sioux Falls, SD

Edward Jones

Maggie Fitzgibbons is a CFP® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2016. She has a total of nine years of industry experience, including a prior role at Zuercher Technologies. Based in Sioux Falls, SD, she operates within one of the largest wealth management firms in the United States. Edward Jones serves over four million individual and institutional clients with a full range of wealth management services. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Women Professionals Women's Finance Widow/Widower
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Peter S

CFP®, Series 63, Series 65

Sioux Falls, SD

OSAIC

Peter Siegling is a CFP® professional with 18 years of industry experience, currently advising at OSAIC Wealth Inc. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, as well as TD Ameritrade. Outside of his advisory role, he serves as a member of the Sioux Falls Catholic Schools Foundation, a nonprofit organization focused on increasing scholarships and teacher salaries. OSAIC Wealth Inc is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process involving risk tolerance assessment, asset allocation, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Jason S

Series 66

Sioux Falls, SD

STIFEL

Jason Soukup is a financial advisor with Stifel in Sioux Falls, SD, holding a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Black Hills Federal Credit Union and Home Federal Bank / Great Western Bank. He serves on the executive and finance committees of Lifescape, a nonprofit providing services to disabled individuals, and will assume the role of vice chair of its board in 2025. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides fee-based financial planning alongside a variety of specialized services.

General retirement planning Income planning
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Elwin A

CFP®, Series 63, Series 65

Tea, SD

Ameriprise

Elwin Aggen is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports based on research, modeling, and tax-efficiency analysis. The firm delivers a comprehensive range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew S

Series 63, Series 65

Sioux Falls, SD

OSAIC

Matthew Stange is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Principal Life Insurance Company, and Thrivent Financial. Outside of his advisory role, he is involved in financial advising through Meadowland Financial Group and owns a property-flipping business. Osaic Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of investment products and advisory programs.

Annuities Founder/Business Owner Executive Retired
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Alex P

CFP®, Series 63, Series 66

Sioux Falls, SD

STIFEL

Alex Person is a CFP® professional with 11 years of industry experience, currently affiliated with Stifel Nicolaus & Co Inc since 2020. Prior to Stifel, Alex worked at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Quinn J

Series 66

Tea, SD

Edward Jones

Quinn Jorgensen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in the healthcare sector, including roles at Vance Thompson Vision, Avera McKennan Hospital, and the Orthopedic Institute. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Andrew U

Series 66

Sioux Falls, SD

Raymond James Financial

Andrew Ulvestad is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior roles include work with Amazon and involvement in youth sports administration, where he oversees junior varsity and varsity soccer contests in South Dakota. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Anthony P

Series 66

Sioux Falls, SD

OSAIC

Anthony Pizer is a financial advisor with Osaic Wealth, Inc. based in Sioux Falls, SD, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Thrivent Financial. He serves as a board member of The Mary Jo Wegner Arboretum & East Sioux Falls Historic Site, a nonprofit organization. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process supported by technology and offers a wide range of advisory programs and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Brock A

CFP®, Series 66

Harrisburg, SD

Edward Jones

Brock Aldrich is a CFP®-designated financial advisor with Edward Jones in Harrisburg, SD, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Hy-Vee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Brennan G

Series 66

Tea, SD

Ameriprise

Brennan Gabriel is a Series 66 licensed financial advisor with Ameriprise, where he has worked since 2021. He has three years of industry experience and previously worked at SJV Data Solutions and Rising Star Hydraulics. Outside of his advisory role, he serves as an umpire for the South Dakota Umpires Association, traveling to officiate games across the state. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Bryan P

Series 63, Series 65, Series 66

Sioux Falls, SD

STIFEL

Bryan Person is a financial advisor with Stifel in Sioux Falls, SD, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved as an investor in a self-storage business and co-owns an LLC supporting his son’s small engine repair business. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and emphasizes client discretion in implementation.

General retirement planning Income planning
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Marcia B

Series 66

Sioux Falls, SD

STIFEL

Marcia Bucher is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies from its Investment Strategy Group, focusing on asset allocation and financial planning analyses to support client decision-making.

General retirement planning Income planning
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Jordan R

Series 66

Canton, SD

Edward Jones

Jordan Roddel is a financial advisor with Edward Jones in Canton, SD, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked for Colours Inc. and spent fifteen years at Auto Body Specialties. Outside of his financial career, Roddel is a band member in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nicholas B

Series 63, Series 66

Harrisburg, SD

Fidelity

Nicholas Bielejeski is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity divisions since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio solutions that combine proprietary research with quantitative and algorithmic approaches.

Charitable giving & philanthropy Active portfolio management
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Jory F

Series 66

Sioux Falls, SD

Raymond James Financial

Jory Flanery is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. His prior work includes roles at Cornerstone Financial Solutions and Daktronics. He is also involved as an associate at Cornerstone Financial Solutions, where he contributes to trading and client support. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed risk profiling and supported by firm research and various implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Casey J

Series 63, Series 66

Tea, SD

Edward Jones

Casey Jorgensen is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2020, Jorgensen spent ten years with State Farm VP Management Corporation. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner
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Christopher B

Series 66

Sioux Falls, SD

Thrivent Investment Management

Christopher Bergst is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc since 2009 and has also served at Northwestern College since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed accounts under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Gregory R

Series 63, Series 65

Sioux Falls, SD

STIFEL

Gregory Risse is a financial advisor with Stifel in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory work, he serves as a basketball referee. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Nicholas S

CFP®, Series 63, Series 66

Sioux Falls, SD

Edward Jones

Nicholas Seliski is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Based in Sioux Falls, SD, he holds Series 63 and Series 66 licenses. He is a general member of Investment Properties Group LLC, a client-initiated investment venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business exit / sale strategy Inheritance planning Retired Founder/Business Owner Executive
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