Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

475 advisors near
57106

Out of 400,000+ nationwide

user avatar
firm logo

Kyle C

CFA®

Sioux Falls, SD

Prairie View Wealth Partners LLC

Kyle Cipperley is a CFA® and a financial advisor at Prairie View Wealth Partners LLC with one year of experience. Prior to joining Prairie View Wealth Partners, he spent 17 years at The First National Bank in Sioux Falls. Prairie View Wealth Partners provides discretionary wealth management, investment management, and comprehensive financial planning to individuals, institutions, trusts, and estates. The firm uses a fundamental, long-term investment approach with client-specific asset allocation, primarily utilizing low-cost diversified mutual funds, ETFs, and bonds.

General retirement planning General tax planning Wealth management
user avatar
firm logo

E F

CFA®, Series 63

Sioux Falls, SD

Lauer Capital Management Ltd

E Fromelt is a CFA® charterholder with 16 years of industry experience, currently serving as the sole advisor at Lauer Capital Management Ltd since 2008. Located in Sioux Falls, SD, he holds a Series 63 registration and has focused his career at this firm. Lauer Capital Management Ltd. provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. The firm emphasizes an asset/liability framework that aligns portfolio risk with clients’ future cash-flow needs, prioritizing risk management and consistent, absolute returns through generally conservative allocations and low turnover.

Wealth management
user avatar
firm logo

Alan M

Series 63, Series 65

Sioux Falls, SD

Resolve Capital Management LLC

Alan Miller is a financial advisor at Resolve Capital Management LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Resolve Capital Management since 2010. Resolve Capital Management provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm emphasizes diversified asset allocation across multiple asset classes and investment styles, typically managing accounts on a discretionary basis through the Fidelity Institutional Wealth Services platform.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar
firm logo

Dylan K

Series 63, Series 65

Sioux Falls, SD

Make Way Wealth Management

Dylan Kvaale is a financial advisor at Make Way Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Principal Life Insurance Company and Wealth Watch Advisors. Outside of his advisory role, he coaches 8th grade boys basketball in Sioux Falls. Make Way Wealth Management serves individuals, corporations, charities, and pension or profit-sharing plans, providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm combines strategic diversification and proprietary model portfolios with technical and cyclical analysis, and offers qualified clients access to customized private equity and hedge-fund portfolios through Crystal Capital Partners.

Private / alternative investments
user avatar
firm logo

Paula B

PFS™

Sioux Falls, SD

Prairie View Wealth Partners LLC

Paula Bindert is a financial advisor at Prairie View Wealth Partners LLC in Sioux Falls, SD, holding the PFS™ designation. She has 15 years of industry experience, including previous roles at The First National Bank in Sioux Falls and Fossum & Bindert LLP. Prairie View Wealth Partners provides discretionary wealth management, investment management, and comprehensive financial planning to individuals, institutions, trusts, and estates. The firm employs a client-specific, long-term investment approach focused on low-cost, diversified portfolios and offers fiduciary, retirement/ERISA guidance, and proxy-voting services.

General retirement planning General tax planning Wealth management
user avatar
firm logo

George M

Series 65

Sioux Falls, SD

Parvin Asset Management, LLC

George Meschter is a financial advisor at Parvin Asset Management, LLC, holding a Series 65 credential with one year of industry experience. He previously worked at Capstone for six years and at FVMAC for two years. Parvin Asset Management provides discretionary portfolio management to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a fundamentally driven, value-oriented investment process supported by quantitative screens and third-party research, offering strategies across equities, fixed income, and selective private equity.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
user avatar
firm logo

Richard L

CFA®, Series 63, Series 65

Sioux Falls, SD

Lauer Capital Management Ltd

Richard Lauer is the sole advisor at Lauer Capital Management Ltd., a firm he founded in 1994. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Lauer Capital Management Ltd. provides discretionary portfolio management to individuals, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. The firm’s investment approach links portfolio risk to clients’ future cash-flow needs, emphasizing risk management, avoidance of principal loss, and consistent absolute returns through generally conservative allocations and low turnover.

Wealth management
user avatar
firm logo

Ryan W

Series 65

Sioux Falls, SD

Alternative Investment Advisors, LLC

Ryan Wilhelm is a financial advisor at Alternative Investment Advisors, LLC in Sioux Falls, SD, holding a Series 65 credential. He has been with the firm since 2025 and has prior experience as a broker associate at The Experience Real Estate since 2017. Outside of financial advising, Wilhelm serves as an assistant coach for the Jefferson High School track and field team. Alternative Investment Advisors, LLC provides portfolio management, financial planning, and employee benefit advisory services to individuals, trusts, and institutional clients. The firm employs a team-based approach and customizes client portfolios primarily using ETFs and options, supported by a combination of fundamental, quantitative, qualitative, and technical analysis.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
user avatar
firm logo

Ashley T

ChFC®, Series 65

Sioux Falls, SD

Compass Financial Group, INC

Ashley Tucker is a ChFC® and Series 65 licensed advisor with Compass Financial Group, INC, where she has worked since 2017. She has a total of nine years in the financial services industry, including two years at First Premier Bank. In addition to her advisory role, she is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management and integrated financial planning. The firm manages approximately $1.48 billion in discretionary assets and emphasizes a buy-and-hold investment approach with periodic account reviews and holistic financial planning.

Retired Founder/Business Owner
user avatar
firm logo

Myranda T

Series 65

Sioux Falls, SD

Aspen Private Advisors, LLC

Myranda Thoen is a financial advisor at Aspen Private Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at G A Johnson Construction, Sioux Valley Environmental, First Premier Bank, and Kadejan Market. Aspen Private Advisors serves individual and high-net-worth clients, trusts, retirement plans, and business entities with financial planning, retirement plan consulting, and discretionary asset management. The firm employs a balanced, long-term asset allocation approach utilizing mutual funds, ETFs, cash equivalents, and selective individual securities, along with derivatives strategies within separately managed accounts.

Real estate investing Founder/Business Owner
user avatar
firm logo

Jesse H

CFP®, ChFC®, Series 66

Sioux Falls, SD

Compass Financial Group, INC

Jesse Haller is a CFP®, ChFC®, and Series 66-licensed advisor at Compass Financial Group, INC with 18 years of industry experience. He has been with Compass Financial Group, a regional services company, for 15 years. Outside of his advisory role, Haller is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management, financial planning, and non-discretionary advisory services. The firm manages approximately $1.48 billion in discretionary assets with a buy-and-hold investment approach and emphasizes holistic financial planning and behavioral coaching.

Retired Founder/Business Owner
user avatar
firm logo

Patrick M

Series 65, Series 63

Sioux Falls, SD

RIA Advisory Group, LLC

Patrick Mccabe is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including Visionpoint Advisory Group, LPL Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of his advisory role, he is involved with Resolve Physician Agency, providing benefit education to physicians. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with investment supervisory services and portfolio management. The firm uses a combination of charting, fundamental and technical analysis, and employs both long- and short-term trading strategies while maintaining discretionary authority over accounts.

Annuities
user avatar
firm logo

Houstyn H

CFP®, Series 65

Sioux Falls, SD

RIA Advisory Group, LLC

Houstyn Heinz is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He works at RIA Advisory Group, LLC and is also employed at a regional CPA firm in South Dakota, where he performs tax preparation, financial statement reviews, and other accounting functions. His prior experience includes roles at Schwan Financial Group and NorthWestern Energy. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary investment supervisory services and portfolio management. The firm combines charting, fundamental and technical analysis, and both long- and short-term trading strategies, often working alongside accounting and legal professionals to offer integrated services.

Annuities
user avatar
firm logo

Todd D

Series 63, Series 65, Series 66

Sioux Falls, SD

Aspen Private Advisors, LLC

Todd Dathe is a financial advisor with Aspen Private Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Aspen in 2018, he worked at LPL Financial LLC and Level Four Advisory Services. Outside of his advisory role, he is involved in aircraft ownership and rental through an LLC that owns a Cirrus SR22T airplane and provides business consulting services via Aspen Consulting, LLC. Aspen Private Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering financial planning, retirement plan consulting, and discretionary asset management. The firm employs a long-term, balanced, and disciplined asset allocation approach tailored to client objectives, with portfolios that may include mutual funds, ETFs, cash equivalents, and, in some cases, alternative assets and derivatives.

Real estate investing Founder/Business Owner
user avatar
firm logo

John B

CFA®

Sioux Falls, SD

Elgethun Capital Management

John Barker is a CFA® charterholder with 14 years of industry experience, currently serving at Elgethun Capital Management since 2011. He is involved in several investment-related ventures, including managing partner roles in private equity and hedge fund entities, and holds leadership positions in multiple real estate investment and management companies across the upper Midwest. Barker also serves as a trustee member of Dakota REIT, providing oversight on real estate assets. Elgethun Capital Management offers discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm employs a fundamental analysis-based investment approach emphasizing fixed-income for capital preservation and equity for appreciation, while also engaging in private pooled funds and real-asset activities.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing
user avatar
firm logo

Pierce M

Series 65, Series 63

Sioux Falls, SD

Elgethun Capital Management

Pierce Mcdowell IV is a financial advisor at Elgethun Capital Management in Sioux Falls, SD, holding Series 65 and Series 63 registrations with three years of industry experience. His prior roles include positions at Fourth Constellation LLC, Boston Scientific Corporation, and the University of Virginia. He also serves as an officer at SDJ Services Inc., where he assists with board oversight and annual meetings. Elgethun Capital Management serves individual and high-net-worth clients, as well as institutional entities, offering discretionary and non-discretionary asset management along with advisory services. The firm employs fundamental analysis and a diversified investment approach that includes fixed income and equity holdings, actively managing private pooled funds and affiliated entities.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing
user avatar
firm logo

Dennis M

Series 63, Series 66

Sioux Falls, SD

Colliers Securities LLC

Dennis Martin is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Colliers Securities since 2014. Outside of his advisory role, Martin serves as Treasurer of Sioux Falls West Camp for Gideons International, a non-profit religious organization. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides brokerage, custody, and advisory services through both non-discretionary and discretionary programs, with portfolio management performed by third-party managers and a notable focus on municipal securities and underwriting activities.

Active portfolio management
user avatar
firm logo

Dana R

Series 63, Series 65

Sioux Falls, SD

RIA Advisory Group, LLC

Dana Rausch is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining RIA Advisory Group in 2020, Dana worked at VisionPoint Advisory Group, LPL Financial, Principal Financial, and Princor Financial Services Corporation. Outside of advisory work, Dana is involved in benefit education for physicians through Resolve Physician Agency and holds interests in family farmland via a family holding LLC. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages a diversified portfolio including equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, typically providing discretionary investment management based on documented client objectives and risk profiles.

Annuities
user avatar
firm logo

Keaton F

Series 65, Series 63

Sioux Falls, SD

RIA Advisory Group, LLC

Keaton Falk is a financial advisor with RIA Advisory Group, LLC, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Ameritas Investment Company, Ameritas Advisory Services, and Speedway Motors. He is involved with Resolve, a business that assists medical professionals in negotiating employment contracts. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management and investment supervisory services. The firm employs a combination of charting, fundamental and technical analysis, using both long- and short-term trading strategies, and maintains formal affiliations with accounting and legal professionals.

Annuities
user avatar
firm logo

Laurie K

Series 63, Series 65

Sioux Falls, SD

RIA Advisory Group, LLC

Laurie Ketterling is a financial advisor at RIA Advisory Group, LLC with 15 years of industry experience. Her prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Financial Group. Outside of her advisory work, she has involvement in a family business related to blinds. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages a diversified portfolio including equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, typically on a discretionary basis, and integrates legal and accounting affiliations alongside proprietary technology and research services.

Annuities
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")