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Kristen R

Series 66

Aberdeen, SD

Edward Jones

Kristen Rux is a financial advisor at Edward Jones in Aberdeen, SD, holding a Series 66 designation with 14 years of experience at the firm. She has been with Edward Jones since 2012. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Shelby M

Series 66

Aberdeen, SD

Ameriprise

Shelby Marcotte is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2020, Shelby worked in various roles including positions at Northern State University, First State Bank of Roscoe, and the United States Marine Corps. Outside of financial advising, Shelby is the owner of MJ Realty, LLC, a real estate business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Dana R

Series 63, Series 65

Aberdeen, SD

Raymond James Financial

Dana Randall is a financial advisor with Raymond James Financial in Aberdeen, SD, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked with Raymond James Financial since 2009 and CorTrust Bank since 2008. Outside of his advisory work, Randall owns and operates a small hunting business on his family farm and is involved in agricultural activities, including cattle ownership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports its clients with various advisory programs and technology-driven solutions.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jean D

Series 63, Series 65, Series 66

Aberdeen, SD

Wells Fargo Clearing

Jean Dutt is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he has a 50% ownership interest in a farmland rental property in Campbell County, South Dakota. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broader set of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Donald M

Series 63, Series 66

Aberdeen, SD

Thrivent Investment Management

Donald Miller is a financial advisor at Thrivent Investment Management in Aberdeen, SD, with 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he is the owner of Miller Management LLC, a small business focused on bookkeeping and light maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans without portfolio management or discretionary trading authority.

Business ownership considerations
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Adam L

Series 66

Aberdeen, SD

LPL Financial

Adam Leach is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Dacotah Bank and held multiple roles at Northern State University between 2013 and 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice solutions supported by proprietary research and third-party strategies.

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

Series 66

Aberdeen, SD

Edward Jones

Katie Gates is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Kelly H

CFP®, ChFC®, Series 63, Series 66

Aberdeen, SD

Edward Jones

Kelly Haskell is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Aberdeen, SD, Haskell is also involved as a trustee and partner in family estate plan entities and is a member of Guntrack LLC, an aircraft leasing business. Additionally, Haskell serves on the Investment Policy Committee for the Northern State University Foundation. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Business ownership considerations Business succession planning Family Business Charitable giving & philanthropy Founder/Business Owner Values-based investing Religious/faith focused Intergenerational Families
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Jonathan D

Series 66

Aberdeen, SD

LPL Enterprise

Jonathan Davidson is a Series 66-licensed financial advisor with 17 years of industry experience, currently with LPL Enterprise in Aberdeen, South Dakota. His prior roles include positions at The Prudential Insurance Co. of America, Northwestern Mutual, CorTrust Wealth Management, Raymond James Financial Services, and Kovack Securities. Outside of finance, he has experience as a baseball umpire for local tournaments. LPL Enterprise provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a variety of related financial products and services.

Tax-loss harvesting
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Edmond S

Series 63, Series 65

Aberdeen, SD

Primerica Advisors

Edmond Suchomel is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1990. Outside of his advisory role, he is involved in the sale of home security and automation products through an affiliate and receives compensation for these referrals. 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 accounts. The firm employs third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Michael H

CFP®, Series 63, Series 65

Aberdeen, SD

LPL Financial

Michael Huck is a CFP®-designated financial advisor with LPL Financial, based in Aberdeen, SD, and has 39 years of industry experience. He previously spent 31 years at Investment Centers of America, Inc. Outside of his advisory work, he is involved in personal farming activities. LPL Financial is a national broker-dealer and 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
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Nicole S

Series 63, Series 65

Aberdeen, SD

LPL Financial

Nicole Shilhanek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked at LPL Financial since 2017 and previously spent 14 years with Investment Centers of America. She is also a commissioned notary public in South Dakota. 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 and access to third-party asset management, with tools supporting various investment strategies implemented by its network of advisors.

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

Series 63, Series 65

Aberdeen, SD

Ameriprise

Kanaly Krause is a financial advisor with Ameriprise in Aberdeen, SD, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Ameriprise in 2021, Krause worked at Menards and operated a home health care business. Outside of advising, Krause is a co-owner of Janaly LLC, a real estate business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Nathan G

Series 63, Series 66

Aberdeen, SD

Wells Fargo Clearing

Nathan Golz is a financial advisor with Wells Fargo Clearing in Aberdeen, SD, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Outside of his advisory role, he serves on the finance and audit committee at Northern State University and holds board positions with the Prairiewood Homeowners Association and the Aberdeen Family YMCA. 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 provides both brokerage and advisory solutions, utilizing research and analytics in its investment approach.

Retired Founder/Business Owner
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Heidi C

Series 66

Aberdeen, SD

Ameriprise

Heidi Carrels is a Series 66-licensed financial advisor with Ameriprise in Aberdeen, SD, and has three years of industry experience. Prior to joining Ameriprise in 2022, she worked with Aberdeen Area USBC from 2020 to 2022. Outside of her advisory role, she owns Monos Boutique LLC, a retail business, and serves as Treasurer on the Board of Directors for Prairiewood Township. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mark H

Series 63, Series 66

Aberdeen, SD

Edward Jones

Mark Haverkamp is a financial advisor with Edward Jones in Aberdeen, South Dakota, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Angelene R

Series 66

Aberdeen, SD

LPL Financial

Angelene Rylance is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2017, following five years at Investment Centers of America, Inc. Rylance is also a South Dakota Notary Public. 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 financial planning, portfolio management, and institutional platforms, utilizing a range of investment strategies supported by advanced research and operational tools.

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

Series 63, Series 65

Aberdeen, SD

Ameriprise

Myron Isakson is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2005. Outside of his advisory role, he is involved in real estate and business ownership in Aberdeen, South Dakota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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