CFP®-certified financial advisors in Aberdeen, SD

Kyle Schwan is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been associated with Schwan Financial Group and Kovack Securities since 2016 and worked at Game Ready, Inc. from 2014 to 2016. Outside of his advisory roles, Schwan serves as a member of the Presentation College Foundation involved in academic affairs. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, business entities, and qualified retirement plans. The firm operates as a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and various program options supported by multiple investment platforms.

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 affiliated with Schwan Financial Advisors, LLC in Aberdeen, SD. His background includes roles at Kovack Securities, Inc., Integrity Alliance, LLC, and Onegroup Wealth Partners, Inc. Outside of finance, he serves as a baseball coach with the Harrisburg Baseball Association. Schwan Financial Advisors provides financial planning, pension consulting, and related advisory services to individuals, retirement plans, trusts, estates, and other institutions. The firm refers clients to third-party investment advisers for portfolio management and offers support in areas such as employee education, direct indexing, and cryptocurrency consulting.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.