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23 advisors near 57301
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Alan M
Series 66
Mitchell, SD
Colliers Securities LLC
Alan Miller is a financial advisor at Colliers Securities LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Colliers Securities since 2014. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary and discretionary programs. The firm utilizes third-party advisory platforms and manager relationships to implement discretionary wrap strategies while supporting client-directed decisions in non-discretionary accounts.
Christopher P
CFP®, Series 63, Series 65
Mitchell, SD
Calton & Associates, Inc.
Christopher Peitz is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. since 2019. He previously worked at Capital Financial Services, Inc. for nine years. In addition to his advisory role, he is an owner and insurance representative of Independent Financial Center, offering annuities, life, and long-term care insurance. 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 discretionary and non-discretionary management options tailored to client goals and operates multiple program structures, including firm-managed wrap programs and separate account platforms.
Spencer B
Series 66
Mitchell, SD
OSAIC
Spencer Boyd is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. He previously worked at Woodbury Financial Services and founded Boyd Financial Services, where he continues to serve as a registered representative. Outside of his advisory work, he assists with operations at a local boutique. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory and brokerage services through a large network of financial advisers.
Trenton K
Series 66
Mitchell, SD
Edward Jones
Trenton Koehn is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for nineteen years at Koehn Bros. Funeral Home. Outside of advising, he owns and operates a 32-unit storage facility in Armour, SD. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Michael S
Series 66
Mitchell, SD
Raymond James Financial
Michael Steffen is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the Series 66 designation and has been affiliated with Raymond James Financial Services Advisors Inc. since 2016. Prior to that, he has worked with CorTrust Wealth Management and CorTrust Bank since 2015. Outside of his advisory role, he owns farm ground that he rents to family members. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various channels, emphasizing tailored recommendations based on client risk profiles and extensive firm research.
Matthew M
Series 66
Mitchell, SD
STIFEL
Matthew Mc Manus is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2025, he worked as an athletic trainer at Dakota Wesleyan University and Sanford Health. He also provides sports coverage as a PRN athletic trainer at Dakota Wesleyan University. Stifel serves a wide range of clients, including individuals and institutions, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Jeffery T
Series 66
Mitchell, SD
Thrivent Investment Management
Jeffery Tveit is a financial advisor with Thrivent Investment Management in Mitchell, SD, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is involved in several community activities, including chairing local events like the annual Christmas Carousel and participating in educational programs through Junior Achievement. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports clients through comprehensive analyses and ongoing reviews while providing the option to combine planning with managed-account programs under a consolidated billing structure.
Ryan H
Series 66
Mitchell, SD
OSAIC
Ryan Huber is a financial advisor with OSAIC, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 14 years and has been associated with Bankwest, Inc. for over two decades, where he also serves as Regional President managing the Mitchell branch. Outside of advisory roles, he is involved in insurance sales and holds leadership positions in local investment-related entities focused on real estate and farm management. OSAIC is a large 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 with access to multiple custodial platforms and offers a range of advisory programs and third-party manager solutions.
Kyle G
Series 63, Series 66
Mitchell, SD
Thrivent Investment Management
Kyle Gerlach is a financial advisor with Thrivent Investment Management in Mitchell, SD, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Thrivent in 2020, he worked at Midwest Concrete and managed Gerlach Farms, where he was involved in crop production and marketing for 20 years. He serves as a board member of the Mount Vernon Economic Development Group, contributing to community improvement efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach combines planning with a managed-account program under a consolidated billing option called “WealthPlan.”
Jesse W
Series 66
Mitchell, SD
STIFEL
Jesse Wright is a Series 66-licensed financial advisor at Stifel with 20 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel in 2020. Outside of his advisory role, Wright serves as president of a local homeowners association and is a board member of the Dakota Alliance Soccer Club. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Melody H
Series 66
Mitchell, SD
Raymond James Financial
Melody Hohn is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James since 2015 and also serves as an advisor at First National Bank since 2005. Outside of her advisory role, she is involved with First Investments & Planning, providing advisory services within a bank branch setting. 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, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and investment recommendations.
Jerauld G
CFP®, Series 63, Series 65
Mitchell, SD
OSAIC
Jerauld Garry is a CFP®-credentialed financial advisor with 40 years of industry experience. He is currently with OSAIC Wealth, Inc., having previously worked at Dice Financial Investment Advisory, LLC, Dice, Thomas Joel, and Royal Alliance Associates, Inc. Garry serves as a board member of the Mitchell Prehistoric Indian Village Preservation Society, a nonprofit focused on preserving a National Historic Landmark. OSAIC Wealth, Inc. is a large 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 employs a technology-driven investment process and offers a wide range of advisory and brokerage services through its extensive network of financial advisers.
Milo N
Series 66
Mitchell, SD
STIFEL
Milo Nelson is a financial advisor at Stifel with 22 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2009, following prior roles at UBS Financial Services and U.S. Bancorp Piper Jaffray Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.
Michael R
Series 63, Series 65
Mitchell, SD
Thrivent Investment Management
Michael Reimer is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Thrivent since 2002 and has been self-employed since 1987. Outside of his advisory role, he serves as an elder at Zion Lutheran Church, participating in church governance and communion duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics and offers a consolidated billing option for planning combined with managed accounts, while maintaining separation between these services.
Ryan B
Series 66
Mitchell, SD
OSAIC
Ryan Boyd is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and operates Boyd Financial Services. Outside of his advisory work, he serves as secretary for Plains Aviation, Inc., a corporation that owns and operates an aircraft for its shareholders. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced asset-allocation and portfolio management tools, offering a wide range of investment options and programs through a large network of financial advisors.
Julie F
Series 63, Series 66
Mitchell, SD
Edward Jones
Julie Frederick is a financial advisor with Edward Jones in Mitchell, South Dakota, holding Series 63 and Series 66 licenses and having 35 years of industry experience. She has been with Edward Jones since 1987. Outside of her advisory work, she manages an office building property in Mitchell. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.
Teresa H
Series 63, Series 66
Mitchell, SD
OSAIC
Teresa Hart is a financial advisor at Osaic with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for 11 years. Hart serves as a board member of Boss Women United, a scholarship fund supporting the advancement of women in the financial services industry. 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 offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.
Michael L
CFP®, Series 63, Series 65
Mitchell, SD
OSAIC
Michael Lebrun is a CFP® professional with 25 years of experience, currently serving at OSAIC. His prior work includes roles at Dice Financial Investment Advisory, LLC, and Dice, Thomas Joel. He is a board member of Abbott House, a nonprofit organization supporting at-risk children. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and nonprofits. The firm employs a comprehensive investment process integrating risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering both wrap and non-wrap fee programs across multiple custodial platforms.
Kelly B
CFP®, Series 66
Mitchell, SD
Edward Jones
Kelly Buche is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has been with Edward Jones since 2015. The firm serves more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its large nationwide network of financial advisors and branch offices, as well as its affiliated trust company and securities-based lending options.
Jacquelyn J
CFP®, Series 66
Mitchell, SD
OSAIC
Jacquelyn Johnson is a CFP® professional with 23 years of experience in financial advisory services, currently with OSAIC Wealth, Inc. She previously worked at Dice Financial Investment Advisory, LLC and Royal Alliance Associates, Inc. Johnson serves on multiple nonprofit boards, including the Abbott House Foundation, Dakota Wesleyan University Board of Trustees, Mitchell Area United Way, Avera Health Board, and Mitchell Area Development Corporation. 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 range of investment tools and platforms to provide advisory and brokerage services through a large network of financial advisers.
Deryk T
Series 66
Mitchell, SD
STIFEL
Deryk Thomsen is a Series 66-licensed financial advisor with STIFEL in Mitchell, SD, bringing eight years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2017, following five years in the retail sporting goods business as part owner of Sun Gold Sports. Thomsen also serves on the board of Mitchell Christian School. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Craig F
Series 63, Series 65
Mitchell, SD
STIFEL
Craig Freidel is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Stifel since 2009 and has prior experience with UBS Financial Services and Piper Jaffray Inc. Aside from his advisory role, he owns and manages rental properties. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Jesse T
Series 66
Mitchell, SD
OSAIC
Jesse Tolsma is a Series 66-licensed financial advisor at OSAIC with seven years of industry experience. His prior roles include positions at Royal Alliance and Dice Financial Investment Advisory. He serves on the board of directors for First Circuit CASA, a nonprofit organization supporting community advocacy. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through an extensive network of financial advisors.
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Finding advisors...
23 advisors near 57301
Out of 400,000+ nationwide