Top advisors in South Dakota
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.
You might be considering financial advisors in South Dakota because you want help navigating your unique local financial landscape or managing your investments with regional insights. A common mistake is choosing an advisor who applies generic strategies without accounting for South Dakota's specific economic and tax environment.
- Local market knowledge. Confirm how familiar they are with South Dakota's tax laws and economic factors that could impact your financial plan.
- Firm size impact. Large-firm advisors may offer broad resources, while independent ones might provide more personalized attention; ask how this affects your service.
- Fee structure clarity. With many advisors offering flat-fee arrangements, understand how fees align with the services you receive.
- Experience relevance. Seasoned advisors bring years of insight, but ensure their background matches your financial goals and challenges.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Darwyn S
Series 63, Series 65
Sioux Falls,, SD
Eagle Strategies (NY Life)
Darwyn Sprik is well-equipped to assist with financial planning in South Dakota, leveraging 16 years of experience and expertise in retirement income strategies and business owner retirement plans. Operating within the large firm Eagle Strategies, he offers a range of fee structures including asset-based fees up to 0.80% annually and hourly rates from $100 to $400, providing flexibility compared to smaller firms or flat-fee advisors in the region.
Experience: 16 years
Avg account: $235,446
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Deidre B
Series 65
Rapid City, SD
Avantax Planning Partners, Inc.
Deidre Budahl's decade of experience and Series 65 designation equip her to address financial needs in South Dakota, especially with expertise in tax-loss harvesting and retirement plans for business owners. Operating independently with a flat-fee structure, she offers personalized service through Avantax Planning Partners, which emphasizes tax-intelligent investment strategies and collaborates closely with CPA firms, distinguishing her from advisors tied to larger firms or different fee models.
Experience: 10 years
Avg account: $692,697
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Alex P
Series 66
Sioux Falls, SD
Edward Jones
Alex Parker specializes in retirement plans for business owners and retirement income strategies, making him well-suited for clients seeking tailored retirement planning in South Dakota. Working at Edward Jones, a large firm with extensive resources and a broad network, he offers a structured program fee up to 1.35% annually, which may differ from smaller firms' fee models and personalized approaches.
Experience: 3 years
Avg account: $246,728
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Kris P
Series 66
Aberdeen, SD
Newedge Advisors
Kris Pearson's 20 years of experience and Series 66 designation equip him to address financial needs specific to South Dakota, including retirement plans for business owners like SEP and solo 401k options. Operating within NewEdge Advisors, a large firm, he offers a variety of fee structures such as flat fees up to $200,000 and negotiable hourly rates, providing flexibility compared to other advisors in the region.
Experience: 20 years
Avg account: $813,531
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Scott D
Series 63, Series 65
Faribault, MN
Dornbusch Asset Management
Scott Dornbusch offers extensive experience with 25 years in the industry and a focus on active portfolio management and options strategies, which can be valuable for navigating complex investment needs. As an independent advisor leading his own firm since 1997, he provides personalized, fee-only services with a 1.5% AUM fee, distinguishing him from larger firms by offering tailored portfolio management using both fundamental and technical analysis.
Experience: 25 years
Avg account: $74,448
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