Independent 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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.