Top cash flow / budgeting financial advisors in Aberdeen, SD

Kyle Schwan is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked with Schwan Financial Group and Kovack Securities since 2016 and was previously employed at Game Ready, Inc. He serves as a member of the Presentation College Foundation, participating in academic affairs. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various program options, employing a range of investment approaches across advisor-managed accounts, model portfolios, and third-party sub-advisers.

Jon Mesmer is a financial advisor with BFC Planning, Inc. in Aberdeen, SD, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Berthel Fisher & Company Financial Services, Inc. since 2002. Outside of his advisory role, he serves as a committee member assisting with fundraising banquets for the Rocky Mountain Elk Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

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.

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.

Dalton Lehnen is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwan Financial Advisors, LLC. His prior roles include positions at Kovack Securities, Inc., Onegroup Wealth Partners, Inc., and Merrill Lynch. Lehnen also coaches baseball with the Harrisburg Baseball Association. Schwan Financial Advisors, LLC is a small state-registered firm with two advisors serving high-net-worth and individual investors, pension and 401(k) plans, trusts, estates, and business entities. The firm provides financial planning and pension consulting services and refers clients to third-party investment advisers, including Integrity Alliance, LLC.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.