Top financial advisors in Pierre, SD
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing your finances in Pierre, SD, you might be facing unique challenges like navigating federal taxes without state income tax and planning for property or sales taxes. A common mistake is overlooking how South Dakota's favorable trust laws can impact your estate planning and asset protection.
- Federal tax focus. Confirm how the advisor prioritizes federal tax strategies since South Dakota has no state income tax.
- Trust and estate expertise. Ask about their experience with South Dakota's trust laws and how they can help protect your assets.
- Local tax considerations. Ensure they understand the implications of property and sales taxes in your financial plan.
- Privacy-aware planning. Discuss how they accommodate the preferences of retirees valuing privacy in a low-density area.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Robert G
Series 66
Pierre, SD
NEwEdge Advisors
Robert Gray's 21 years of experience and Series 66 designation equip him to address retirement plans for business owners in Pierre, SD, where local tax nuances and trust laws are crucial. His affiliation with NewEdge Advisors, a large firm offering flat fees and discretionary portfolio management, distinguishes him by combining seasoned expertise with flexible fee structures and a broad client base including trusts and corporations.
Experience: 21 years
Avg account: $813,531
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Samuel M
Series 66
Pierre, SD
Thrivent Investment Management
Samuel Missal in Pierre, SD, offers expertise in business ownership considerations, supported by his Series 66 designation and five years of industry experience. Working with Thrivent Investment Management, a large firm providing holistic, goal-based planning and managed-account programs, he can address complex financial topics and consolidate billing, distinguishing him from advisors at smaller firms.
Experience: 5 years
Avg account: $162,801
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Matthew B
ChFC®, Series 63
Pierre, SD
Eagle Strategies (NY Life)
Matthew Brakke's 25 years of experience and ChFC® credential equip him to address Pierre, SD's unique financial landscape, including retirement income strategies and business owner retirement plans. Affiliated with Eagle Strategies, a large firm managing over $25 billion, he offers flexible fee structures and serves diverse clients, distinguishing him from others by combining seasoned expertise with access to extensive resources and community involvement.
Experience: 26 years
Avg account: $235,446
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Megan M
Series 66
Pierre, SD
Edward Jones
Megan Murphy's experience with Edward Jones in Pierre, SD, equips her to address local financial challenges such as federal tax strategies and estate planning under South Dakota's trust laws. Her focus on retirement income and college savings, combined with the resources of a large firm managing over $1 trillion in assets, distinguishes her from other advisors in the area.
Experience: 4 years
Avg account: $246,728
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Renae W
Series 66
Pierre, SD
Ameriprise
Renae Wolf specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in Pierre, SD, where federal tax focus and local tax considerations are key. Working with Ameriprise, a large firm, she offers a structured retirement-income planning service with tax-smart withdrawal strategies and a 0.15% AUM fee, differentiating her through a blend of algorithmic tools and personalized advisor review.
Experience: 3 years
Avg account: $471,167
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