Top financial advisors working with high-net-worth individuals 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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.