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Brian A

CFP®, Series 66

Sioux Falls, SD

CWM, LLC

Brian Aamlid is a CFP® professional with eight years of industry experience, currently serving with CWM, LLC and Pinnacle Wealth since 2018. His prior experience includes roles at Cetera Advisor Networks, LPL Financial, and Kingdom Capital Fund. Outside of his advisory work, he serves on the board of directors for Brandon Valley Assembly of God Church and is a board member of the South Dakota Fellowship of Christian Athletes. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages accounts using discretionary model portfolios with input from an in-house Investment Committee and third-party sub-advisors, offering a range of portfolio management, financial planning, and retirement plan services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin E

Series 63, Series 65

Sioux Falls, SD

CWM, LLC

Kevin Engbers is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at CWM, LLC since 2018 and previously held positions at Cetera Advisor Networks, LPL Financial, and Pinnacle Wealth Management LLC. Outside of advising, he hosts the True Wealth Podcast and is an author. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a large network of advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools while emphasizing fiduciary processes and regular client reviews.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan O

CFP®, Series 63, Series 65

Sioux Falls, SD

CWM, LLC

Ryan Ovenden is a CFP® with 17 years of industry experience, currently serving as an advisor at CWM, LLC and Pinnacle Wealth since 2020. He previously worked at Freedom Financial Counseling, Inc. for eight years. Outside of his advisory work, he is the director of Camp Steward, where he designs exercise programs for high school runners during the summer and winter seasons. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing both fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dylan R

Series 65

Sioux Falls, SD

CWM, LLC

Dylan Rudningen is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Pinnacle Wealth and Northwestern Mutual. Outside of his advisory work, Rudningen is involved in the hospitality sector through roles with Minnkota Hospitality and related businesses. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm offers a range of portfolio management and retirement-plan services, utilizing a discretionary management approach with model portfolios, third-party sub-advisors, and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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