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Holly M

Series 66

Sioux Falls, SD

LPL Financial

Holly Mescher is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Her background includes roles at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies. She also operates a DBA entity, Falls Planning Group, in connection with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jordan L

Series 66

Sioux Falls, SD

LPL Financial

Jordan Lipp is a financial advisor at LPL Financial with 17 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles with Waddell & Reed, Inc. and various insurance carriers from 2008 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lucelia W

Series 66

Sioux Falls, SD

LPL Financial

Lucelia Willms is an advisor at LPL Financial with a Series 66 credential and no prior industry experience. Her work history includes six years at Rumpca Services Inc and roles at Wells Fargo and Volt - 3M Global Channel Services. She also operated Luci's Daycare as a sole proprietor for 13 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mitch V

Series 66

Sioux Falls, SD

LPL Financial

Mitch Van Dam is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2021 and previously spent six years at Waddell & Reed, Inc and various insurance carriers affiliated with W & R Insurance Agencies. In addition to his advisory role, he operates Falls Planning Group, an investment-related business connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing both model portfolios and customized strategies supported by technology tools, and oversees more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nathan P

Series 66

Sioux Falls, SD

LPL Financial

Nathan Pease is a Series 66-licensed financial advisor with LPL Financial in Sioux Falls, SD, bringing 11 years of industry experience. His prior roles include positions at Catholic Family Services, Waddell & Reed, Inc., and various insurance carriers. Outside of advisory work, he manages a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing diverse strategies including model portfolios and third-party subadvisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeffrey M

Series 63, Series 65

Sioux Falls, SD

LPL Financial

Jeffrey Merideth is a financial advisor with LPL Financial in Sioux Falls, SD, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at Merrill and Waddell & Reed, Inc., among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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