Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Jeremy T
CFP®, Series 63, Series 65
Sioux Falls, SD
Tallgrass Wealth Management, Inc.
Jeremy Tims is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at Tallgrass Wealth Management, Inc. in Sioux Falls, SD. His career includes roles at Purshe Kaplan Sterling Investments and Sutterfield Financial Group. Outside of financial advising, he manages Oakmont Retrievers, LLC, a hunting dog stud service, and serves on the boards of the Tenfold Foundation and First Savings Bank. Tallgrass Wealth Management focuses on pension and employee benefit plan consulting and standalone financial planning, emphasizing plan-level advice rather than discretionary asset management. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to guide long-term recommendations and does not take custody of client assets, instead billing on a fee-for-service basis.
Pradeep J
Series 63, Series 66
Sioux Falls, SD
Intelligent Investments
Pradeep Jayaraman is a financial advisor at Intelligent Investments with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has a background that includes legal practice as an attorney and work in insurance sales. Jayaraman serves as both a licensed attorney and insurance agent alongside his advisory role. Intelligent Investments provides comprehensive portfolio management and financial planning for individuals, trusts, estates, and business entities. The firm offers individualized, non-discretionary portfolio management using a range of securities and investment strategies while maintaining custody relationships through Charles Schwab.
Donald O
Series 63, Series 65
Sioux Falls, SD
Resolve Capital Management LLC
Donald Olson is a financial advisor at Resolve Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Resolve Capital Management since 2010. The firm provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. Resolve Capital Management emphasizes diversified asset allocation across multiple asset classes and investment styles, managing most accounts on a discretionary basis and integrating financial planning into managed accounts without a separate charge in many cases.
Richelle H
Series 66
Sioux Falls, SD
Impact Wealth Management
Richelle Hofer is a financial advisor with Impact Wealth Management in Sioux Falls, SD, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Graber & Associates, Cornerstone Financial Solutions, and Raymond James Financial Services. Impact Wealth Management serves individual and high-net-worth clients with investment management, financial planning, coaching, and special needs planning. The firm uses a fee-only billing model and emphasizes passive portfolio construction based on modern portfolio theory, incorporating ESG considerations when requested.
Kyle C
CFA®
Sioux Falls, SD
Prairie View Wealth Partners LLC
Kyle Cipperley is a CFA® and a financial advisor at Prairie View Wealth Partners LLC with one year of experience. Prior to joining Prairie View Wealth Partners, he spent 17 years at The First National Bank in Sioux Falls. Prairie View Wealth Partners provides discretionary wealth management, investment management, and comprehensive financial planning to individuals, institutions, trusts, and estates. The firm uses a fundamental, long-term investment approach with client-specific asset allocation, primarily utilizing low-cost diversified mutual funds, ETFs, and bonds.
E F
CFA®, Series 63
Sioux Falls, SD
Lauer Capital Management Ltd
E Fromelt is a CFA® charterholder with 16 years of industry experience, currently serving as the sole advisor at Lauer Capital Management Ltd since 2008. Located in Sioux Falls, SD, he holds a Series 63 registration and has focused his career at this firm. Lauer Capital Management Ltd. provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. The firm emphasizes an asset/liability framework that aligns portfolio risk with clients’ future cash-flow needs, prioritizing risk management and consistent, absolute returns through generally conservative allocations and low turnover.
Alan M
Series 63, Series 65
Sioux Falls, SD
Resolve Capital Management LLC
Alan Miller is a financial advisor at Resolve Capital Management LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Resolve Capital Management since 2010. Resolve Capital Management provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm emphasizes diversified asset allocation across multiple asset classes and investment styles, typically managing accounts on a discretionary basis through the Fidelity Institutional Wealth Services platform.
Dylan K
Series 63, Series 65
Sioux Falls, SD
Make Way Wealth Management
Dylan Kvaale is a financial advisor at Make Way Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Principal Life Insurance Company and Wealth Watch Advisors. Outside of his advisory role, he coaches 8th grade boys basketball in Sioux Falls. Make Way Wealth Management serves individuals, corporations, charities, and pension or profit-sharing plans, providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm combines strategic diversification and proprietary model portfolios with technical and cyclical analysis, and offers qualified clients access to customized private equity and hedge-fund portfolios through Crystal Capital Partners.
Paula B
PFS™
Sioux Falls, SD
Prairie View Wealth Partners LLC
Paula Bindert is a financial advisor at Prairie View Wealth Partners LLC in Sioux Falls, SD, holding the PFS™ designation. She has 15 years of industry experience, including previous roles at The First National Bank in Sioux Falls and Fossum & Bindert LLP. Prairie View Wealth Partners provides discretionary wealth management, investment management, and comprehensive financial planning to individuals, institutions, trusts, and estates. The firm employs a client-specific, long-term investment approach focused on low-cost, diversified portfolios and offers fiduciary, retirement/ERISA guidance, and proxy-voting services.
Richard L
CFA®, Series 63, Series 65
Sioux Falls, SD
Lauer Capital Management Ltd
Richard Lauer is the sole advisor at Lauer Capital Management Ltd., a firm he founded in 1994. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Lauer Capital Management Ltd. provides discretionary portfolio management to individuals, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. The firm’s investment approach links portfolio risk to clients’ future cash-flow needs, emphasizing risk management, avoidance of principal loss, and consistent absolute returns through generally conservative allocations and low turnover.
Ryan W
Series 65
Sioux Falls, SD
Alternative Investment Advisors, LLC
Ryan Wilhelm is a financial advisor at Alternative Investment Advisors, LLC in Sioux Falls, SD, holding a Series 65 credential. He has been with the firm since 2025 and has prior experience as a broker associate at The Experience Real Estate since 2017. Outside of financial advising, Wilhelm serves as an assistant coach for the Jefferson High School track and field team. Alternative Investment Advisors, LLC provides portfolio management, financial planning, and employee benefit advisory services to individuals, trusts, and institutional clients. The firm employs a team-based approach and customizes client portfolios primarily using ETFs and options, supported by a combination of fundamental, quantitative, qualitative, and technical analysis.
Ashley T
ChFC®, Series 65
Sioux Falls, SD
Compass Financial Group, INC
Ashley Tucker is a ChFC® and Series 65 licensed advisor with Compass Financial Group, INC, where she has worked since 2017. She has a total of nine years in the financial services industry, including two years at First Premier Bank. In addition to her advisory role, she is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management and integrated financial planning. The firm manages approximately $1.48 billion in discretionary assets and emphasizes a buy-and-hold investment approach with periodic account reviews and holistic financial planning.
Myranda T
Series 65
Sioux Falls, SD
Aspen Private Advisors, LLC
Myranda Thoen is a financial advisor at Aspen Private Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at G A Johnson Construction, Sioux Valley Environmental, First Premier Bank, and Kadejan Market. Aspen Private Advisors serves individual and high-net-worth clients, trusts, retirement plans, and business entities with financial planning, retirement plan consulting, and discretionary asset management. The firm employs a balanced, long-term asset allocation approach utilizing mutual funds, ETFs, cash equivalents, and selective individual securities, along with derivatives strategies within separately managed accounts.
Jesse H
CFP®, ChFC®, Series 66
Sioux Falls, SD
Compass Financial Group, INC
Jesse Haller is a CFP®, ChFC®, and Series 66-licensed advisor at Compass Financial Group, INC with 18 years of industry experience. He has been with Compass Financial Group, a regional services company, for 15 years. Outside of his advisory role, Haller is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group serves individuals, trusts, estates, corporations, and ERISA retirement plan sponsors by providing comprehensive portfolio management, financial planning, and non-discretionary advisory services. The firm manages approximately $1.48 billion in discretionary assets with a buy-and-hold investment approach and emphasizes holistic financial planning and behavioral coaching.
Patrick M
Series 65, Series 63
Sioux Falls, SD
RIA Advisory Group, LLC
Patrick Mccabe is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including Visionpoint Advisory Group, LPL Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of his advisory role, he is involved with Resolve Physician Agency, providing benefit education to physicians. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with investment supervisory services and portfolio management. The firm uses a combination of charting, fundamental and technical analysis, and employs both long- and short-term trading strategies while maintaining discretionary authority over accounts.
Houstyn H
CFP®, Series 65
Sioux Falls, SD
RIA Advisory Group, LLC
Houstyn Heinz is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He works at RIA Advisory Group, LLC and is also employed at a regional CPA firm in South Dakota, where he performs tax preparation, financial statement reviews, and other accounting functions. His prior experience includes roles at Schwan Financial Group and NorthWestern Energy. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary investment supervisory services and portfolio management. The firm combines charting, fundamental and technical analysis, and both long- and short-term trading strategies, often working alongside accounting and legal professionals to offer integrated services.
Todd D
Series 63, Series 65, Series 66
Sioux Falls, SD
Aspen Private Advisors, LLC
Todd Dathe is a financial advisor with Aspen Private Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Aspen in 2018, he worked at LPL Financial LLC and Level Four Advisory Services. Outside of his advisory role, he is involved in aircraft ownership and rental through an LLC that owns a Cirrus SR22T airplane and provides business consulting services via Aspen Consulting, LLC. Aspen Private Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering financial planning, retirement plan consulting, and discretionary asset management. The firm employs a long-term, balanced, and disciplined asset allocation approach tailored to client objectives, with portfolios that may include mutual funds, ETFs, cash equivalents, and, in some cases, alternative assets and derivatives.
Dana R
Series 63, Series 65
Sioux Falls, SD
RIA Advisory Group, LLC
Dana Rausch is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining RIA Advisory Group in 2020, Dana worked at VisionPoint Advisory Group, LPL Financial, Principal Financial, and Princor Financial Services Corporation. Outside of advisory work, Dana is involved in benefit education for physicians through Resolve Physician Agency and holds interests in family farmland via a family holding LLC. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages a diversified portfolio including equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, typically providing discretionary investment management based on documented client objectives and risk profiles.
Keaton F
Series 65, Series 63
Sioux Falls, SD
RIA Advisory Group, LLC
Keaton Falk is a financial advisor with RIA Advisory Group, LLC, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Ameritas Investment Company, Ameritas Advisory Services, and Speedway Motors. He is involved with Resolve, a business that assists medical professionals in negotiating employment contracts. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management and investment supervisory services. The firm employs a combination of charting, fundamental and technical analysis, using both long- and short-term trading strategies, and maintains formal affiliations with accounting and legal professionals.
Laurie K
Series 63, Series 65
Sioux Falls, SD
RIA Advisory Group, LLC
Laurie Ketterling is a financial advisor at RIA Advisory Group, LLC with 15 years of industry experience. Her prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Financial Group. Outside of her advisory work, she has involvement in a family business related to blinds. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages a diversified portfolio including equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, typically on a discretionary basis, and integrates legal and accounting affiliations alongside proprietary technology and research services.
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.
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")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide