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Jose A
Series 63, Series 65
Sioux Falls, SD
Compass Financial Group, INC
Jose Addink is a financial advisor at Compass Financial Group, INC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Bancorp Investments, U.S. Bank, and Graber & Associates. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management, financial planning, and discretionary asset management. The firm manages approximately $1.48 billion in discretionary assets and employs a buy-and-hold strategy with an emphasis on holistic financial planning and behavioral coaching.
John H
CFP®, ChFC®, Series 63, Series 65
Sioux Falls, SD
Compass Financial Group, INC
John Haller is a financial advisor with Compass Financial Group, INC, holding the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including 15 years with Compass Financial Group and over forty years at Rsc Financial. Outside of his advisory role, he works as 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, third-party manager referrals, and non-discretionary plan sponsor advisory services. The firm combines integrated financial planning with discretionary asset management and maintains a buy-and-hold investment approach across its client accounts.
Braden S
Series 66
Sioux Falls, SD
Alternative Investment Advisors, LLC
Braden Smidt is a financial advisor with Alternative Investment Advisors, LLC, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Swenson Wealth Management and several other financial firms. Outside of his advisory work, he provides assistance with estate planning and client insurance needs through Swenson Wealth Management and offers administrative support to Skyline Capital, LLC. Alternative Investment Advisors, LLC serves individuals, trusts, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and employee benefit plan advisory services. The firm emphasizes customized asset allocation using ETFs, options, and other securities, and offers educational seminars to support client investment knowledge.
Meghan K
Series 65
Sioux Falls, SD
Aspen Private Advisors, LLC
Meghan Kramer is a financial advisor at Aspen Private Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has been with Aspen since 2018, previously working at the University of Sioux Falls and in childcare roles. In addition to her advisory work, she provides business consulting services through Aspen Consulting, LLC. Aspen Private Advisors serves individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, offering financial planning, retirement plan consulting, and discretionary asset management. The firm employs a balanced, long-term asset allocation approach and utilizes mutual funds, ETFs, cash equivalents, and selectively, individual securities and derivatives within separately managed accounts.
Nikolas B
CFP®, Series 66
Sioux Falls, SD
Hahn Financial Group
Nikolas Boyce is a CFP® with eight years of industry experience and currently serves as a financial advisor at Hahn Financial Group. His prior experience includes roles at Colby Staloch, Northwestern Mutual Investment Services LLC, and Kahler Financial Group. Outside of his advisory work, he is involved in property management in Sioux Falls, SD. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, and institutional clients. The firm manages approximately $171 million in discretionary assets through a team of nine advisors, employing a combination of fundamental, technical, and cyclical analysis for portfolio management.
Gabriel S
CFP®, ChFC®, Series 65
Sioux Falls, SD
Hahn Financial Group
Gabriel Smith is a CFP® and ChFC® affiliated with Hahn Financial Group, bringing three years of industry experience. Prior to joining Hahn Financial Group, he worked briefly at Northwestern Mutual and has been involved with GBK Musical Group as a drummer. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets and employs a variety of analytical methods for portfolio construction, offering specialized services including endowment and qualified plan support.
Kelly H
ChFC®, Series 66
Sioux Falls, SD
Hahn Financial Group
Kelly Hahn is a financial advisor with Hahn Financial Group in Sioux Falls, SD, holding the ChFC® designation and a Series 66 license. She has 20 years of industry experience and has been with Hahn Financial Group since 2006. Outside of advisory work, she is also licensed as an insurance agent. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets for about 1,750 clients and employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction, operating as a team of nine advisors from a single office.
Jason T
Series 63, Series 65
Sioux Falls, SD
Sutterfield Financial Group, Inc.
Jason Tinklenberg is a financial advisor at Sutterfield Financial Group, Inc. with 24 years of industry experience. He has been with Sutterfield since 2005 and previously worked at Purshe Kaplan Sterling Investments. Outside of advising, he serves as president of a local homeowners association and is a board member of the Luke Society, a medical missions nonprofit, and SIMDEL Children's Educational Ministry. Sutterfield Financial Group serves individuals, pensions, charitable organizations, and businesses by providing financial planning, investment management, captive insurance formation, and accounting/tax services. The firm uses proprietary model portfolios and an internal investment committee to guide portfolio management across various risk levels.
Susan J
Series 65
Sioux Falls, SD
Hahn Financial Group
Susan Jordahl is a financial advisor at Hahn Financial Group in Sioux Falls, SD, with nine years of industry experience. She holds a Series 65 designation and has been with Hahn Financial Group since 2016. Hahn Financial Group is a fee-based investment adviser managing approximately $188.7 million for about 1,846 clients through a nine-advisor team. The firm serves individuals, trusts, estates, charitable organizations, and retirement and profit-sharing plans, offering portfolio management, financial planning, and related advisory services using a combination of fundamental, technical, and cyclical analysis tailored to client objectives.
Ezekiel K
CFP®, ChFC®, Series 65
Sioux Falls, SD
Compass Financial Group, INC
Ezekiel Klosterman is a financial advisor at Compass Financial Group, INC with four years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Compass Financial Group in 2022, he worked at State Farm Insurance and Premier BankCard. Klosterman has a background that includes nearly a decade of involvement with Lighthouse Academy and the University of South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing integrated financial planning, discretionary asset management, and non-discretionary advisory services. The firm manages approximately $1.48 billion in assets, employs a buy-and-hold investment strategy, and maintains a higher client-to-advisor ratio supported by standardized processes and intermediary relationships.
James M
Series 65
Sioux Falls, SD
Hahn Financial Group
James Martin is a financial advisor at Hahn Financial Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held positions at Pizza Hut, Automated Maintenance Systems, Levo Credit Union, and Tcf Bank. He also spends a portion of his time involved in insurance sales and services through Hahn Financial Group. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets for around 1,750 clients and employs a combination of fundamental, technical, charting, and cyclical analysis in its investment approach.
Jeremy S
CFP®, Series 66
Sioux Falls, SD
Aspen Private Advisors, LLC
Jeremy Sorenson is a CFP® with 14 years of industry experience, currently serving at Aspen Private Advisors, LLC since 2018. He previously worked at LPL Financial LLC and Level Four Advisory Services. Outside of his advisory role, he provides business consulting services through 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 asset allocation approach tailored to client objectives, including the use of mutual funds, ETFs, cash equivalents, and, in some cases, alternative assets and derivatives.
Zachary M
CFP®, ChFC®, Series 63
Sioux Falls, SD
Brady Martz Wealth Solutions, LLC
Zachary Motl is a CFP® and ChFC® with five years of industry experience. He is currently with Brady Martz Wealth Solutions, LLC and has prior experience at Northwestern Mutual in various roles from 2020 to 2025. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment approach, utilizing model portfolios and research support from Focus Partners Advisor Solutions and Dimensional Fund Advisors.
Mark K
Series 65
Sioux Falls, SD
Alternative Investment Advisors, LLC
Mark Kontz is a financial advisor with Alternative Investment Advisors, LLC, holding a Series 65 credential and nine years of industry experience. He has worked at Swenson Wealth Management and Gradient Advisors, LLC, and operates Financial Distributors, LLC, where he is president. Kontz also supports capital raising and administrative functions for Skyline Capital, LLC. Alternative Investment Advisors, LLC provides portfolio management, financial planning, ERISA and employee benefit plan advisory, and third-party manager referral services to individuals, trusts, and institutional clients. The firm emphasizes customized asset allocation using ETFs, options, and other securities, and offers educational seminars for groups seeking investment instruction.
Kelly D
Series 65
Sioux Falls, SD
Hahn Financial Group
Kelly Deberg is a financial advisor at Hahn Financial Group with a Series 65 credential and one year of industry experience. Prior to joining Hahn Financial Group, Kelly worked in healthcare and aviation-related roles. Outside of financial advising, Kelly is a helicopter flight instructor and serves as a basketball and football official for the South Dakota High School Activities Association. Hahn Financial Group is a fee-based investment adviser managing approximately $188.7 million for about 1,846 clients through a nine-advisor team. The firm serves individuals, trusts, estates, charitable organizations, and retirement plans, providing portfolio management and financial planning using a combination of fundamental, technical, charting, and cyclical analysis tailored to client objectives.
Michael L
ChFC®, Series 65
Sioux Falls, SD
Hahn Financial Group
Michael Lendt is a ChFC® and Series 65 credentialed advisor with 10 years of industry experience. He has been with Hahn Financial Group since 2015. Outside of his advisory role, he spends a portion of his time involved in insurance sales and services through the firm’s affiliated brokerage practice. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a blend of fundamental, technical, charting, and cyclical analysis in portfolio management and offers specialized services for endowments and qualified plans, managing approximately $171 million in discretionary assets for around 1,750 clients.
Verlyn H
CFP®, ChFC®, Series 63, Series 66
Sioux Falls, SD
Hahn Financial Group
Verlyn Hahn is a financial advisor with Hahn Financial Group in Sioux Falls, SD, holding CFP® and ChFC® designations and over 22 years of industry experience. He serves on the Board of Regents for Wisconsin Lutheran College and is a trustee for the Marvin M. Schwan Charitable Foundation. Hahn Financial Group is a fee-based registered investment adviser managing approximately $171 million in discretionary assets for about 1,750 clients, offering discretionary asset management, financial planning, and specialized services for individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis and utilizes sub-advisors for certain accounts, operating as a team of nine advisors from a single office.
Travis D
Series 63, Series 65
Sioux Falls, SD
Hahn Financial Group
Travis Dykstra is a financial advisor at Hahn Financial Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets for about 1,750 clients and uses a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction while offering specialized services for endowments and qualified plans.
Cara B
CFP®, Series 66
Sioux Falls, SD
Aspen Private Advisors, LLC
Cara Beyer is a CFP® with 11 years of industry experience, currently serving as an advisor at Aspen Private Advisors, LLC since 2019. Prior to joining Aspen, she worked at LPL Financial and Level Four Advisory Services LLC. Outside of her advisory role, Beyer provides business consulting services through 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 asset allocation approach and offers discretionary management through wrap fee programs, including portfolios that may utilize alternative assets and derivatives.
Michael T
Series 63, Series 65
Sioux Falls, SD
Alternative Investment Advisors, LLC
Michael Teslow is an investment advisor representative at Alternative Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aegis Wealth Management and Vision Brokerage Services. Outside of his advisory roles, he is involved in nutritional supplement sales through Max One Nutrition LLC and serves as president of Cowmazing, LLC, a recreational real estate ownership. Alternative Investment Advisors, LLC provides portfolio management, financial planning, ERISA and employee benefit plan advisory, and third-party manager referral services to individuals, trusts, and institutional clients. The firm uses a team-based approach with customized asset allocation strategies emphasizing ETFs and options, and offers educational seminars for investors.
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