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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

12 advisors near 57350

Out of 400,000+ nationwide

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Sherman G

CFP®, Series 63, Series 66

Huron, SD

Wells Fargo Advisors

Sherman Gose is a CFP® certificant with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. He is based in Huron, South Dakota. Outside of his advisory work, Gose serves as a commissioner on the South Dakota State Fair Commission. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, covering areas such as retirement, education, risk, wealth-transfer, and specialized planning needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jacob L

Series 66

Huron, SD

Edward Jones

Jacob Lindgren is a financial advisor at Edward Jones in Huron, South Dakota, with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment solutions, tax-efficient services, and affiliated mutual funds.

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Steven G

CFP®, Series 63, Series 66

Huron, SD

Wells Fargo Advisors

Steven Gohn is a CFP® with 33 years of industry experience and has been with Wells Fargo Advisors since 2012. He holds Series 63 and Series 66 licenses and is based in Huron, South Dakota. Outside of his advisory role, he co-owns Fieldstone Group LLC, a commercial real estate business, and serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations through comprehensive planning tools and supports a broad range of client needs including retirement, education, and niche planning areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Gordon W

CFP®, ChFC®, Series 63, Series 65

Huron, SD

Raymond James Financial

Gordon Wollman is a financial advisor with Raymond James Financial Services, holding CFP® and ChFC® designations and possessing 32 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as a trustee for Huron Christian Church and is an author currently writing a book. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through comprehensive client assessments and supported by a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Connor G

Series 66

Huron, SD

Wells Fargo Advisors

Connor Gose is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, he served six years in the United States Air Force and worked at AgSense from 2015 to 2017. Outside of his advisory role, he owns a government contracting business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joshua C

Series 66

Huron, SD

Edward Jones

Joshua Carr is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his investment career in 2025. Prior to joining Edward Jones, he operated Carr Chiropractic Clinic for 16 years. Outside of his advisory role, he is a partner and owner at Carr Partners, a building ownership business in Miller, South Dakota. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

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

Series 66

Huron, SD

Wells Fargo Advisors

Trent Francom is a financial advisor with Wells Fargo Advisors in Huron, South Dakota, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously worked at Huron High School. In addition to his advisory role, he has been associated with South Dakota State University since 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including niche areas such as business-owner transition planning and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Daniel R

Series 63, Series 66

Huron, SD

Raymond James Financial

Daniel Reinders is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he was involved in the food service industry as the owner of Aroma Coffee And Cafe from 2014 to 2020 and currently serves as president of CenterPoint Wealth Planning, an S Corporation he owns that operates his Raymond James branch. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored advice and a variety of implementation pathways.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Alyssa B

Series 66

Huron, SD

Raymond James Financial

Alyssa Ball is a financial advisor with Raymond James Financial in Huron, South Dakota, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Kirpatrick's, and US Bank. Outside of her advisory work, she is involved with Ryans Hangar Restaurant. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through comprehensive risk profiling and firm research.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Dawson G

Series 66

Huron, SD

Wells Fargo Advisors

Dawson Gullickson is a financial advisor with Wells Fargo Advisors based in Huron, SD. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2023, with prior experience at Daktronics and South Dakota State University. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients having flexibility in implementation.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ryan K

Series 63, Series 65

Huron, SD

LPL Financial

Ryan Krome is a financial advisor with LPL Financial in Aberdeen, SD, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at American Bank & Trust, Purshe Kaplan Sterling Investments, and VisionPoint Advisory Group. He is also active as a non-variable insurance agent with Graber & Associates. 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 wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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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John P

Series 66

Huron, SD

Wells Fargo Advisors

John Pfitzer is a financial advisor with Wells Fargo Advisors in Huron, South Dakota, holding a Series 66 credential and 17 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory work, he serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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