Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Carter H

Series 65, Series 63

Sioux Falls, SD

Raymond James Financial

Carter Herrity is a financial advisor at Raymond James Financial with six years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Raymond James, Herrity worked at Ameriprise Financial Services and Security Savings Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Amy S

Series 66

Sioux Falls, SD

Raymond James Financial

Amy Scott Stoltz is a financial advisor with Raymond James Financial in Sioux Falls, SD, holding a Series 66 credential and 23 years of industry experience. She has been with Raymond James since 2010 and also manages Dakota QDRO, a certified divorce financial analyst business she founded in 2017. Outside of finance, she owns The Hive Virtual Services, a technology suite rental for content creators. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Braden D

Series 65, Series 63

Sioux Falls, SD

Raymond James Financial

Braden De Boer is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Raymond James, he worked at Security Wealth Management and Security Savings Bank. Outside of finance, he is involved with Austads Golf, assisting customers with golf equipment and club fittings. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients, using analytical tools and non-discretionary advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Kevin K

Series 63, Series 65

Sioux Falls, SD

Primerica Advisors

Kevin Kase is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and previously operated his own advisory business from 2009 to 2017. His other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
firm logo

Anthony S

CFP®, Series 66

Brandon, SD

Edward Jones

Anthony Siemonsma is a financial advisor at Edward Jones in Brandon, SD, holding CFP® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2007 and previously served in the South Dakota Air National Guard from 1995 to 2018. Outside of his advisory role, he is involved in managing commercial real estate through Hopewell LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Military & Veterans
user avatar
firm logo

Kayden V

Series 66

Canton, SD

OSAIC

Kayden Verley is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Osaic Wealth, he worked at Verley Financial and First Bank & Trust. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various investment types on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
firm logo

Todd N

Series 63, Series 66

Sioux Falls, SD

Edward Jones

Todd Neuberger is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with DRUN BRIGADIER. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
firm logo

Preston V

CFP®, Series 66

Canton, SD

Edward Jones

Preston Van Zee is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Based in Canton, SD, he balances his advisory work with interests in music entertainment and woodworking, engaging in both activities during his spare time. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
user avatar
firm logo

Pamela H

Series 63, Series 66

Sioux Falls, SD

Edward Jones

Pamela Heun is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1999 in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

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.

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

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
user avatar
firm logo

Nancy V

Series 63, Series 65

Rock Rapids, IA

Cambridge Investment Research Advisors

Nancy Van De Berg is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors since 2017 and INVEST Financial Corp from 2003 to 2017. Outside of advisory work, she is a co-owner of a farming operation in Luverne, Minnesota. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with a range of portfolio management options across multiple platforms and a combination of proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

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
user avatar
firm logo

Neal Z

Series 63, Series 65

Sioux Falls, SD

Primerica Advisors

Neal Zimmer is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with ownership of Zimmer Construction. He is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
firm logo

Brock A

Series 63, Series 66

Sioux Falls, SD

Edward Jones

Brock Anshutz is a financial advisor with Edward Jones in Sioux Falls, SD, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm provides a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
firm logo

Brian W

Series 66

Brandon, SD

Edward Jones

Brian Wills is a financial advisor with Edward Jones in Brandon, South Dakota, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as the chairperson of the Brandon Valley Area Chamber of Commerce. 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 advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
firm logo

Anna H

Series 66

Sioux Falls, SD

Edward Jones

Anna Hyronimus is a financial advisor at Edward Jones in Sioux Falls, SD, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Workday, PwC, and Renew Energy Maintenance. Outside of her advisory role, she owns a rental property in Brandon, SD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Family Business Business succession planning General estate planning guidance Founder/Business Owner
user avatar
firm logo

Carmen A

Series 65

Rock Rapids, IA

Cambridge Investment Research Advisors

Carmen Austin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and 10 years of industry experience. She has been with Cambridge since 2017 and is also a co-owner and CPA at De Noble, Austin & Company, where she provides tax preparation, auditing, payroll, and bookkeeping services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a variety of investment implementation options, including proprietary and unaffiliated model strategies, tailored to client objectives with both discretionary and non-discretionary approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

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
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")