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472 advisors near
57107
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Out of 400,000+ nationwide
Bradley A
Series 63, Series 66
Sioux Falls, SD
Wells Fargo Clearing
Bradley Archer is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at RBC Capital Markets and A. G. Edwards & Sons, Inc. He has been with Wells Fargo Clearing since 2008, with a break between 2008 and 2014 before returning in 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 through a large network of financial advisors and offers both brokerage and advisory solutions.
Alex R
Series 66
Brandon, SD
Edward Jones
Alex Renner is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial and Sanford Health. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets through a large network of advisors and branch offices across the United States.
Aaron H
Series 66
Sioux Falls, SD
UBS Financial Services
Aaron Hanson is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 credential and has worked at UBS since 2021. Prior to his current role, he has held positions at DoorDash, Select Painting, Dahlheimer's Beverage Distribution, Monticello Public School District, and Augustana University. Outside of advising, he has worked as a delivery driver for DoorDash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.
Ryan K
Series 63, Series 65
Sioux Falls, SD
LPL Financial
Ryan Krome is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at VisionPoint Advisory Group, LLC, Purshe Kaplan Sterling Investments, and American Bank & Trust. He is also an insurance agent for Graber & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and advisor tools.
Samantha B
Series 63, Series 65
Sioux Falls, SD
Wells Fargo Clearing
Samantha Bailor is a financial advisor at Wells Fargo Clearing with industry experience beginning in 2024. She holds Series 63 and Series 65 securities licenses and has been with Wells Fargo Bank since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers a combination of brokerage and advisory solutions supported by research and analytics.
Casey J
Series 63, Series 66
Tea, SD
Edward Jones
Casey Jorgensen is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2020, Jorgensen spent ten years with State Farm VP Management Corporation. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves 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, supported by a nationwide network of more than 23,700 financial advisors.
Joshua H
Series 66
Sioux Falls, SD
Thrivent Investment Management
Joshua Hoffman is a financial advisor with Thrivent Investment Management in Sioux Falls, SD. He holds a Series 66 designation and has 10 years of industry experience, including seven years at Ameriprise Financial Services, Inc. prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses addressing a broad range of planning topics, with options to combine planning and managed-account services under a consolidated billing system called “WealthPlan.”
Aaron S
Series 66
Sioux Falls, SD
Wells Fargo Clearing
Aaron Severson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he has a financial interest in Pass Line Racing, a racehorse investment based in Sioux Falls, SD. 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 combines proprietary research with third-party analytics to guide investment decisions.
Nathan H
Series 66
Sioux Falls, SD
UBS Financial Services
Nathan Hewes is a Series 66-licensed financial advisor with UBS Financial Services in Sioux Falls, SD, where he has worked since 2014. He has 12 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary market assumptions, model-based allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolios. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets services and proprietary research.
Christopher B
Series 66
Sioux Falls, SD
Thrivent Investment Management
Christopher Bergst is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc since 2009 and has also served at Northwestern College since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed accounts under a consolidated billing option called “WealthPlan.”
Joseph W
Series 63, Series 66
Sioux Falls, SD
Wells Fargo Clearing
Joseph Wood is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and spent one year at A. G. Edwards & Sons, Inc. prior to that. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.
Stephanie S
Series 66
Sioux Falls, SD
LPL Financial
Stephanie Suhrbier is a financial advisor with LPL Financial in Sioux Falls, SD, holding a Series 66 credential and 10 years of industry experience. She has been with LPL Financial and Agile Wealth Solutions since 2021. Outside of advising, she is a published author under the name Stephanie Randgaard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Ryan N
Series 66
Sioux Falls, SD
UBS Financial Services
Ryan Neff is a financial advisor with UBS Financial Services located in Sioux Falls, SD. He holds the Series 66 designation and has worked in the financial industry since 2023, including previous roles at FOCUS and Premier Bankcard. Ryan also has experience in academic settings, having worked at the University of South Dakota and St. Cloud State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans based on clients' goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.
Trevon M
Series 63, Series 66
Sioux Falls, SD
Wells Fargo Clearing
Trevon Moody is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes multiple roles at Wells Fargo and Northwestern Mutual, with a background spanning wealth management and investment services. 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.
Gregory R
Series 63, Series 65
Sioux Falls, SD
STIFEL
Gregory Risse is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he works as a basketball referee in Sioux Falls. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting client decisions without guaranteeing outcomes.
Erik S
CFP®, Series 66
Sioux Falls, SD
UBS Financial Services
Erik Syverson is a Certified Financial Planner® with 26 years of industry experience, currently advising clients at UBS Financial Services since 2008. He holds the Series 66 designation and is based in Sioux Falls, SD. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans to clients' goals and risk tolerances.
Michael C
Series 63, Series 65
Sioux Falls, SD
UBS Financial Services
Michael Cole is a financial advisor with UBS Financial Services in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves as an assistant coach for the speech and debate team at Sioux Falls Jefferson High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, delivering wealth management combined with institutional trading capabilities. The firm employs proprietary capital market research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.
Barb F
Series 63, Series 65
Sioux Falls, SD
LPL Financial
Barb Fish is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Her prior roles include positions at Securities America Advisors and Cetera Wealth Services. She serves on the Brandon City Council in South Dakota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, utilizing a range of investment strategies supported by research and technology across its extensive network of advisors.
Daniel M
Series 66
Sioux Falls, SD
Merrill
Daniel Morrison is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2009 and has spent his entire career with Merrill. As a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor, Daniel focuses on helping individuals, families, and business owners develop potential solutions and provides investment guidance aligned with both short- and long-term financial objectives. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, women and wealth, sports & entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Daniel earned his Bachelor's degree in Business Administration from Augustana University, where he also competed on the baseball team. He has been recognized by Forbes, being named to the "Best-in-State Next-Generation Wealth Advisors" list for South Dakota in 2023 and ranking #1 in South Dakota on the 2023 Forbes "Best-in-State Wealth Management Teams" list as part of the Nelson Wealth Management Team. He has also served on the boards of directors for Rotary International Sioux Falls West, Sioux Falls Cyclones, and the South Dakota Hall of Fame. In his personal life, Daniel lives in Sioux Falls with his wife Jordan and their three daughters, Charlotte, Peyton, and Gabriella. He enjoys baseball, cooking, football, golfing, and spending time with his family. Daniel has held various community involvement roles, including volunteer assistant coach for the Augustana Baseball team and supporting organizations such as Augustana University, CASA, Sanford Children's Hospital, the JY6 Foundation, and the United Way.
Nathan P
Series 66
Sioux Falls, SD
Wells Fargo Clearing
Nathan Peters is a financial advisor with Wells Fargo Clearing based in Sioux Falls, SD. He holds a Series 66 designation and has three years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked in education and hospitality roles. Peters holds a 25% ownership stake in Dakota Kids LLP, a venture unrelated to his advisory activities. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing a range of brokerage and advisory solutions supported by research and analytics.
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472 advisors near
57107
within the area shown on the map
Out of 400,000+ nationwide