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11 advisors near
57013
within the area shown on the map
Out of 400,000+ nationwide
Lindsay B
Series 63, Series 65
Larchwood, IA
Integrity Alliance, LLC
Lindsay Bliek is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Edward Jones, D.A. Davidson & Co., Lion Street Financial, and Lion Street Advisors. Integrity Alliance is a large advisory network serving individual investors, corporations, and retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through a variety of platforms and investment approaches.
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.
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.
Elwin A
CFP®, Series 63, Series 65
Tea, SD
Ameriprise
Elwin Aggen is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports based on research, modeling, and tax-efficiency analysis. The firm delivers a comprehensive range of advisory, brokerage, and insurance solutions through affiliated companies.
Quinn J
Series 66
Tea, SD
Edward Jones
Quinn Jorgensen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in the healthcare sector, including roles at Vance Thompson Vision, Avera McKennan Hospital, and the Orthopedic Institute. 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 and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Michael B
Series 65, Series 63
Harrisburg, SD
Ameriprise
Michael Borg is a financial advisor at Ameriprise with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory work, he provides paid music services for funerals and weddings. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on retirement-income planning through written reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.
Brock A
CFP®, Series 66
Harrisburg, SD
Edward Jones
Brock Aldrich is a CFP®-designated financial advisor with Edward Jones in Harrisburg, SD, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Hy-Vee. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brennan G
Series 66
Tea, SD
Ameriprise
Brennan Gabriel is a Series 66 licensed financial advisor with Ameriprise, where he has worked since 2021. He has three years of industry experience and previously worked at SJV Data Solutions and Rising Star Hydraulics. Outside of his advisory role, he serves as an umpire for the South Dakota Umpires Association, traveling to officiate games across the state. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Sandra W
Series 66
Lennox, SD
OSAIC
Sandra Whitehead is a financial advisor at OSAIC with 25 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cambridge Investment Research Advisors and Principal Financial Services. In addition to her advisory work, she acts as an independent insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.
Jordan R
Series 66
Canton, SD
Edward Jones
Jordan Roddel is a financial advisor with Edward Jones in Canton, SD, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked for Colours Inc. and spent fifteen years at Auto Body Specialties. Outside of his financial career, Roddel is a band member in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.
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.
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Finding advisors...
11 advisors near
57013
within the area shown on the map
Out of 400,000+ nationwide