Top advisors focused on established professionals 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.

If you've built a solid career and are now focused on preserving and growing your wealth, you need an advisor who understands the unique financial challenges of established professionals. Without this insight, you might miss opportunities to optimize your income, benefits, and tax situation as your career evolves. Flat-fee advisors here charge a set rate, so you know what to expect without surprises.

  • Income and benefits integration. Confirm how they incorporate your salary, bonuses, and benefits like stock options into your overall plan.
  • Tax efficiency focus. Ask how they help manage tax liabilities that come with higher earnings and complex compensation.
  • Retirement timing strategies. Explore their approach to balancing continued work with retirement savings and distribution plans.
  • Risk management tailored to your career. Check how they address insurance and liability risks specific to your profession.

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 a financial advisor with Eagle Strategies (New York Life) in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Eagle Strategies since 2016 and also operates Sprik Financial Group, LLC, which brokers non-registered insurance products. Sprik serves as a board member of the Fearless Foundation, a nonprofit organization focused on connecting donors with charitable causes. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, coordinating investment advice with affiliated insurance and broker-dealer entities as part of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Deidre B

Series 65

Rapid City, SD

Avantax Planning Partners, Inc.

Deidre Budahl is a financial advisor with Avantax Planning Partners, Inc. in Rapid City, SD, holding a Series 65 designation and 10 years of industry experience. She has been a partner and accountant at Casey Peterson, Ltd., a regional CPA firm, since 2003. Budahl serves on the board of Monument Health - Rapid City Hospital and is the Board Chair for the South Dakota Board of Accountancy. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms. The firm employs model-based style allocation strategies and offers discretionary portfolio management with tax-intelligent overlays and centralized trading.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired

Alex P

Series 66

Sioux Falls, SD

Edward Jones

Alex Parker is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to this, he held positions at Learfield Sports - Jackrabbit Sports Properties and First Bank & Trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Kris P

Series 66

Aberdeen, SD

Newedge Advisors

Kris Pearson is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Investment Centers of America, Inc. and LPL Financial. Pearson is also involved in providing investment advisory services through GWM Advisors, LLC, an independent investment advisory firm. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment vehicles and analytic approaches with regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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Scott D

Series 63, Series 65

Faribault, MN

Dornbusch Asset Management

Scott Dornbusch is the sole advisor at Dornbusch Asset Management in Faribault, MN, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Dornbusch Asset Management since 1997. Outside of advisory services, he recently sold an industrial pump distribution business. Dornbusch Asset Management provides fee-only investment advisory services to individual investors and small businesses, focusing on discretionary portfolio management primarily using stocks, bonds, mutual funds, and ETFs. The firm applies Modern Portfolio Theory with tailored allocations and incorporates both fundamental and technical analysis, including options strategies such as covered-call writing.

Passive / index investing Active portfolio management Options & derivatives strategies
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Sally H

Series 63, Series 65

New York, NY

Seasons of Advice Wealth Management

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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Jace H

CFP®, Series 63, Series 66

Hurst, TX

Leo Wealth, LLC

Jace Hart is a CFP® professional with eight years of industry experience, currently serving as an advisor at Leo Wealth, LLC since 2023. His prior roles include positions at LPL Financial LLC and Fidelity Brokerage Services LLC. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Established Professionals HENRY (High Earners, Not Rich Yet)
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Jeffrey M

CFP®, ChFC®, Series 66

Greenville, DE

Investment Management & Planning LLC

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.

General retirement planning Business succession planning Tax strategies for small businesses Wealth management Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Charles P

CFP®, Series 63, Series 65

San Rafael, CA

WealthSpire Advisors

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Daniel E

CFP®

Philadelphia, PA

Wescott Financial Advisory Group LLC

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

Wealth management Tax-loss harvesting Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals Retired
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