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472 advisors near
57107
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Out of 400,000+ nationwide
Konnor W
Series 66
Sioux Falls, SD
Wells Fargo Clearing
Konnor Wildfeuer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has worked with Wells Fargo Clearing since 2016. 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.
Angela D
Series 66
Brandon, SD
Edward Jones
Angela Danielson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2003, including her current position since 2023. 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 discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Christopher B
Series 66
Sioux Falls, SD
Raymond James Financial
Christopher Bruns is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 license and has 13 years of industry experience. Prior to his current roles, he has been associated with CorTrust since 2017, where he assists clients with retirement and investment planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and analytical tools to support client goals, and it is noted for its municipal advisor affiliation and specialized retirement plan advisory programs.
Victoria G
Series 63, Series 65
Sioux Falls, SD
Wells Fargo Clearing
Victoria Gherman is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services LLC since 2018. Outside of her advisory role, she works as a delivery driver for Amazon Flex. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.
Yuriko C
Series 65, Series 63
Sioux Falls, SD
Wells Fargo Clearing
Yuriko Coil is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 65 and Series 63 designations and has worked at Wells Fargo since 2017, following prior roles at Cetera and First National Bank in Sioux Falls. 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 manages roughly $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.
Debra B
Series 66
Sioux Falls, SD
Wells Fargo Clearing
Debra Bruce is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Investments, LLC. Outside of her advisory work, she serves on the finance council for Holy Spirit Church in Mitchell, South Dakota, where she oversees finances and budget matters. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Philip H
Series 63, Series 65, Series 66
Sioux Falls, SD
Wells Fargo Clearing
Philip Hegg is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Wells Fargo Clearing since 2016 and Piper Jaffray Inc. since 1995. Outside of his advisory work, he is the owner of JAVAMELL FOUNDATION, LLC, an investment-related entity based in Sioux Falls, SD. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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 data.
Jessica H
Series 66
Sioux Falls, SD
Wells Fargo Clearing
Jessica Heath is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo in various capacities since 2010, with a four-year tenure at Merrill from 2012 to 2016. Based in Sioux Falls, SD, she is part of a large institutional firm. 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.
Elijah O
Series 66
Sioux Falls, SD
Thrivent Investment Management
Elijah Oxner is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial, Bridgeford Trust Company, and community involvement with the YMCA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. Their services include a range of planning topics and an option to combine planning with managed-account programs under consolidated billing.
Thomas C
Series 63, Series 65
Sioux Falls, SD
LPL Financial
Thomas Carson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes 25 years at Waddell & Reed, Inc. and various insurance carriers prior to joining LPL Financial in 2021. He also maintains ongoing involvement as an insurance agent. 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 portfolio programs, and institutional platforms, supporting advisors with research and operational tools.
Jennifer P
Series 63, Series 65
Sioux Falls, SD
Raymond James & Associates
Jennifer Pals is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 23 years of industry experience. Her prior roles include 14 years at American Portfolios Financial Services and over 30 years at Garry Insurance Associates. Outside of advisory work, she owns and manages FAB5, LLC and assists an elder couple with property and bill management through JLP Consulting, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a wide range of portfolio management options and affiliated research.
Steven K
Series 66
Sioux Falls, SD
Edward Jones
Steven Kremer is a financial advisor at Edward Jones in Sioux Falls, SD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at US AutoForce, Orion Foods, and Hormel Foods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated mutual funds.
John W
Series 63, Series 65
Sioux Falls, SD
Wells Fargo Clearing
John Walker is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Wells Fargo Clearing, he held positions at Wells Fargo Bank, Olive Garden, and several other organizations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.
Ryan B
Series 66
Sioux Falls, SD
Wells Fargo Clearing
Ryan Buhr is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Avera Health, Fusion Medical Staffing, Triage Medical Staffing, and Sanford Health. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.
Marcia B
Series 66
Sioux Falls, SD
STIFEL
Marcia Bucher is a financial advisor with Stifel in Sioux Falls, SD, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analytical guidance that supports client decision-making.
Marie M
Series 66
Sioux Falls, SD
Wells Fargo Clearing
Marie Morgan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2011, including a year at Wells Fargo Advisors, and also operates a separate business selling makeup. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through over 14,000 advisors.
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.
Nicholas F
Series 63, Series 65
Sioux Falls, SD
Ameriprise
Nicholas Foley is a financial advisor with Ameriprise in Sioux Falls, SD, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at DoorDash, Thurman, Comes, Foley & Co, LLP, and Elgethun Capital Management. Outside of his advisory duties, he works as a paraplanner and support advisor for Chad Belitz through BACC LLC, assisting with financial plan data entry and client servicing. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.
Brent I
Series 66
Sioux Falls, SD
Raymond James Financial
Brent Impecoven is a financial advisor with Raymond James Financial in Sioux Falls, SD, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Raymond James, he spent nine years at Eide Bailly LLP and has been associated with Security Savings Bank since 2024. He is involved with Security Wealth Management, a support company based in Sioux Falls. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management through a large advisor network.
Desmond L
Series 66
Sioux Falls, SD
LPL Enterprise
Desmond Looft is a financial advisor with LPL Enterprise based in Sioux Falls, SD, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and several positions outside finance including Pizza Hut and Potbelly's. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by its research team and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and lending services.
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Finding advisors...
472 advisors near
57107
within the area shown on the map
Out of 400,000+ nationwide