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472 advisors near
57107
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Heath R
Series 63, Series 65
Sioux Falls, SD
Wells Fargo Clearing
Heath Rylance is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2006 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.
Hugh V
Series 63, Series 65
Sioux Falls, SD
Morgan Stanley
Hugh Venrick is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, Venrick serves on the Board of Trustees for Avera McKennan Hospital and acts as a FINRA Dispute Resolution Arbitrator. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.
Denet C
Series 63, Series 66
Sioux Falls, SD
J.P. Morgan Securities
Denet Christopher is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at Wells Fargo and Tax Consultants Inc., as well as involvement with Urban Baby LLC and Long Live MC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.
Bryon M
Series 63, Series 65
Sioux Falls, SD
LPL Financial
Bryon Meyer is a financial advisor with LPL Financial in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL in 2021, he worked at Gradient Securities and Plains Commerce Bank and has operated Meyer Financial Services since 2013. Outside of finance, he owns and operates a retail bakery under Meyer's Bakery Co DBA Nothing Bundt Cakes. 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 portfolios, third-party asset management, and institutional platforms.
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.
Easton G
Series 66
Sioux Falls, SD
Raymond James & Associates
Easton Gillette is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked in education and food delivery before joining Raymond James. Outside of advising, he owns and operates Blue Dog Featherworks, a taxidermy business specializing in waterfowl and upland game birds. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services with an emphasis on customized, non-discretionary advice supported by comprehensive research and multiple portfolio management styles.
Marjorie B
Series 63, Series 66
Sioux Falls, SD
Wells Fargo Clearing
Marjorie Beeck is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 66 licenses and 34 years of industry experience. Her prior work includes roles at RBC Capital Markets and A.G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Jeffrey G
CFP®, Series 63, Series 65
Sioux Falls, SD
OSAIC
Jeffrey Green is a CFP®-credentialed financial advisor with 27 years of industry experience. He is currently with Osaic Wealth, Inc. and previously worked at Securities America Advisors, The Oak Ridge Financial Services Group, Wells Fargo Clearing, and Ameriprise Advisor Services. Outside his advisory role, he is involved in insurance sales focusing on fixed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple third-party platforms to manage portfolios with a variety of investment vehicles.
Darla W
CFP®, Series 63, Series 65
Sioux Falls, SD
OSAIC
Darla Wienk is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Osaic since 2017. Prior to joining Osaic, she worked at National Planning Corporation for 10 years. Wienk is also the president of Sunpillar Properties LLC, where she manages office rentals. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services and employs asset-allocation tools and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Michelle K
Series 66
Sioux Falls, SD
Wells Fargo Clearing
Michelle Klemm is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo in various capacities since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by the Wells Fargo Investment Institute’s research.
Sean P
Series 63, Series 66
Sioux Falls, SD
Ameriprise
Sean Powell is a financial advisor with Ameriprise in Sioux Falls, SD, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Security Wealth Management, Raymond James Financial Services, and Wells Fargo Bank. Powell serves as an advisory board member for the South Dakota Black Chamber of Commerce. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients near or in retirement.
Ryan L
CFP®, ChFC®, Series 63
Sioux Falls, SD
OSAIC
Ryan Landmark is a financial advisor at OSAIC with six years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities. Landmark also has a background with the University of South Dakota Athletic Department. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by advanced portfolio construction tools and access to third-party money managers.
Daniel O
Series 63, Series 65
Sioux Falls, SD
OSAIC
Daniel Olson is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors, Inc. and Runner's Block, Inc. Olson is also a member of Stone Point Financial, an LLC through which he conducts securities and insurance-related business. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes various tools and third-party platforms to construct portfolios across multiple asset classes, operating through a complex corporate structure with numerous advisory platforms and service arrangements.
Beth F
Series 66
Sioux Falls, SD
Edward Jones
Beth Finzen Przybys is a financial advisor with Edward Jones in Sioux Falls, SD, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2006 in various roles. Outside of her advisory work, she occasionally assists with a seasonal greenhouse owned by her family. 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 investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors.
Joseph F
Series 66
Sioux Falls, SD
Wells Fargo Clearing
Joseph Farrell is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and A. G. Edwards & Sons, Inc. Outside of his advisory work, he has a 50% ownership interest in KF Holdings, a land purchase venture. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs research-driven investment strategies and offers a wide range of brokerage and advisory solutions.
Jose M
Series 66
Sioux Falls, SD
Wells Fargo Clearing
Jose Martinez is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding a Series 66 designation and 13 years of industry experience. He previously worked at Chris Schenkel and Northwestern Mutual Investment Management. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment decisions, serving a broad range of client types including pension and charitable organizations.
Anthony K
Series 63, Series 65
Sioux Falls, SD
Primerica Advisors
Anthony Kayser is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica in various capacities since 1984. Kayser serves on the board of the Constitutional National Committee, an organization supporting elected officials who promote the Constitution. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and select separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process to curate investment models delivered via a wrap-fee structure.
Andrew V
Series 66
Sioux Falls, SD
Charles Schwab
Andrew Van Dam is a Series 66-licensed financial advisor with Charles Schwab in Sioux Falls, SD. He has no prior industry experience and has held various positions outside the financial sector, including roles in retail and education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a wide array of investment options supported by centralized custody and operational infrastructure.
Nicholas G
PFS™, Series 63
Sioux Falls, SD
OSAIC
Nicholas Garry is a financial advisor with OSAIC based in Sioux Falls, SD. He holds the PFS™ designation and Series 63 license, with 21 years of industry experience. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services for 14 years and has operated Garry Associates, LLP since 2005. He is also a business owner involved in exit planning for business owners through Garry Private Wealth Resources and holds a CPA credential. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset allocation tools, risk tolerance assessments, and a variety of investment options, managing accounts on discretionary and non-discretionary bases.
Maggie F
CFP®, Series 66
Sioux Falls, SD
Edward Jones
Maggie Fitzgibbons is a CFP®-certified financial advisor with Edward Jones in Sioux Falls, SD, and has 10 years of industry experience, all with Edward Jones since 2016. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving 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, and operates under a fiduciary standard.
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472 advisors near
57107
within the area shown on the map
Out of 400,000+ nationwide