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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.
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.
Jason T
Series 63, Series 65
Sioux Falls, SD
Sutterfield Financial Group, Inc.
Jason Tinklenberg is a financial advisor at Sutterfield Financial Group, Inc. with 24 years of industry experience. He has been with Sutterfield since 2005 and previously worked at Purshe Kaplan Sterling Investments. Outside of advising, he serves as president of a local homeowners association and is a board member of the Luke Society, a medical missions nonprofit, and SIMDEL Children's Educational Ministry. Sutterfield Financial Group serves individuals, pensions, charitable organizations, and businesses by providing financial planning, investment management, captive insurance formation, and accounting/tax services. The firm uses proprietary model portfolios and an internal investment committee to guide portfolio management across various risk levels.
Aaron K
Series 63, Series 65
Sioux Falls, SD
Sutterfield Financial Group, Inc.
Aaron Kvistero is a financial advisor with Sutterfield Financial Group, Inc. in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked with Sutterfield Financial Group since 2005 and was previously associated with Purshe Kaplan Sterling Investments. Outside of advisory work, he manages a storage business and serves as a trustee. Sutterfield Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, providing financial planning, consulting, investment management, captive insurance formation, and accounting and tax preparation services. The firm uses an internal investment committee to design proprietary model portfolios across a risk scale and combines fundamental and technical analysis with model-based management for most clients.
Dylan N
CFP®, Series 63
Brandon, SD
Q3 Advisors, LLC
Dylan Niklason is a CFP® professional with nine years of industry experience. He currently works at Q3 Advisors, LLC and has previously held roles at Northwestern Mutual Wealth Management Company and Kevin Dale Klare. Outside of his advisory work, he is involved with Above The Highline, LLC. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee engagements, emphasizing planning-level recommendations in retirement, tax, estate, insurance, and employee-benefit topics without managing investment portfolios. The firm coordinates with independent CPA firms and structures client relationships around deliverables such as tax projections and Roth conversion schedules.
Darin G
CFP®, Series 63, Series 65
Brandon, SD
Focus Financial
Darin Glanzer is a CFP® professional with 27 years of industry experience, currently serving at Focus Financial Network, Inc. since 2002. He holds Series 63 and Series 65 licenses and is based in Brandon, SD. Glanzer is a member of the University of Northwestern (St. Paul) Foundation and serves on its investment committee, providing oversight of a third-party money manager. Focus Financial Network, Inc. is an enterprise investment adviser with 118 advisors managing approximately $6.3 billion for individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of managed account services and financial planning, utilizing diversified investment strategies and third-party managers.
Broc S
Series 66
Sioux Falls, SD
Commonwealth Financial Network
Broc Schaefbauer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing one year of industry experience. His background includes roles at Legacy Wealth Group, LLC, Arizona State University, University of Wisconsin La Crosse, and O'Gorman High School. He is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party managers, and comprehensive custody and clearing services.
Logan M
Series 63, Series 65
Sioux Falls, SD
Eagle Strategies (NY Life)
Logan Meeker is a financial advisor with Eagle Strategies (NY Life) in Sioux Falls, SD, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with Eagle Strategies since 2019 and has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2017. Outside of his advisory role, Meeker owns a business brokering non-registered insurance products with outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.
Jesse B
CFP®, Series 63, Series 65
Sioux Falls, SD
Farther
Jesse Blom is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Farther, having joined in 2025, and previously worked at Brookside Wealth Planning, LLC and Lorintine Capital. In addition to his advisory role, Blom operates a licensed life and health insurance business as a sole proprietor. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios primarily invested in ETFs, mutual funds, equities, and fixed income, with automatic rebalancing and cash treated as an asset class.
Keith S
CFP®, Series 63, Series 65
Sioux Falls, SD
Commonwealth Financial Network
Keith Schaefbauer is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Commonwealth in 2015, he worked at LPL Financial from 2007 to 2015 and Waddell & Reed from 1997 to 2007. Schaefbauer is a 50% owner of Legacy Wealth Group, Inc. and Legacy Insurance Group, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party managers, retirement and plan consulting, and custody and clearing services.
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.
Kelly M
Series 63, Series 65
Sioux Falls, SD
Eagle Strategies (NY Life)
Kelly Meeker is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Eagle Strategies, Meeker has worked with New York Life and Nylife Securities LLC and is also the owner of multiple athletic training businesses, including Air Attack Academy, LLC, and Quarterback Universe, LLC, focusing on football training and quarterback coaching. Additionally, Meeker is involved with The Advantage Company LLC, a nutritional supplement business for athletes. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services through a large network of affiliated advisors. The firm offers multiple program types, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.
Connor S
Series 66
Sioux Falls, SD
Commonwealth Financial Network
Connor Schaefbauer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Legacy Wealth Group, 3M, Wells Fargo, and Gemini Medical. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.
Nate S
Series 63, Series 65
Brandon, SD
Valic Financial Advisors
Nate Stassen is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Valic Financial Advisors since 2022 and has also been associated with Agia since 2023, where he is appointed as an agent to sell non-securities insurance products. In addition, he has been employed at Graco since 2015. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and third-party model managers on Envestnet’s platform.
Broderick K
Series 63, Series 65
Sioux Falls, SD
Eagle Strategies (NY Life)
Broderick Kunzmann is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Kunzmann also has experience in insurance brokering outside of his advisory duties. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across various program types, primarily managing assets on a non-discretionary basis and working with a wide array of institutional sponsors.
Ronald M
ChFC®, Series 63
Sioux Falls, SD
Eagle Strategies (NY Life)
Ronald Meeker is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD. He holds the ChFC® designation and Series 63 license, and has 36 years of industry experience. He has been with Eagle Strategies since 2008 and has also worked with Nylife Securities Inc. and New York Life Insurance Co. since 1989. Meeker is appointed with various outside insurance carriers, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and tailors its recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.
Derek B
ChFC®, Series 66
Sioux Falls, SD
Eagle Strategies (NY Life)
Derek Berg is a ChFC® and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Eagle Strategies (NY Life) since 2011 and has also been associated with Nylife Securities Inc. and New York Life Insurance Company since 2007. Outside of his advisory work, Berg serves as Director of Development for the Sioux Falls Youth Hockey Association and volunteers as a youth hockey coach for Team South Dakota Girls 12U. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.
Robert J
Series 66
Sioux Falls, SD
Cambridge Investment Research Advisors
Robert Jacobsen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and has an extensive background including roles at Broker Dealer Financial Services Corp and Midwest Financial. Outside of his advisory work, he owns and operates a business focused on underground fencing for dogs. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and custodial platforms.
Amanda S
PFS™
Brandon, SD
Cetera
Amanda Schmidt is a financial advisor with Cetera Investment Advisers LLC and holds the PFS™ designation. She has been with Cetera since 2026 and has over ten years of experience at Johanson & Yau Accountancy Corporation. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of advisors and operates a multi-manager platform with access to affiliated and third-party managers.
Christopher L
Series 66
Sioux Falls, SD
Edward Jones
Christopher Larson is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he spent ten years at Cor Trust Mortgage. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
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