Top financial advisors working with high-net-worth individuals 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 have a complex financial picture with significant assets, you need an advisor who understands how to manage wealth beyond basic investing. Without this expertise, you might miss opportunities to protect your wealth from taxes, market shifts, or unexpected expenses. High-net-worth advisors focus on strategies that preserve and grow your assets while aligning with your long-term goals.
- Tax-efficient planning. Look for advisors who integrate tax strategies into your investment decisions to help minimize your tax burden.
- Estate and legacy insight. Confirm how they approach passing wealth to heirs while considering legal and tax implications.
- Risk management focus. Ask how they protect your assets against market volatility and unforeseen financial challenges.
- Customized cash flow strategies. Ensure they tailor income and spending plans to your lifestyle and financial objectives.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lori W
Series 63, Series 65
Sioux Falls, SD
Wells Fargo Advisors
Lori Wiese is equipped to assist high-net-worth clients in South Dakota with her 14 years of industry experience and Series 63 and 65 licenses, working through Wells Fargo Clearing, a large firm known for retirement plan consulting and a disciplined IPS-driven investment approach. Her flat-fee and asset-based fee structures provide flexible payment options, distinguishing her from advisors who may only offer one fee model.
Experience: 14 years
Avg account: $514,335
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Joseph P
Series 65
Rapid City, SD
Rock Creek Advisors LLC
Joseph Porter specializes in wealth management and retirement income strategy, making him well-suited for high-net-worth clients in South Dakota seeking comprehensive financial planning. His 17 years of experience and role at Rock Creek Advisors, which uses mixed-asset portfolios focused on capital appreciation and preservation, differentiate him by combining discretionary investment management with a trust-centric approach, supported by a negotiable fee structure of 0.40% to 0.60% AUM.
Experience: 17 years
Avg account: $2,408,331
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Richard K
CFP®, ChFC®, Series 63
Rapid City, SD
KFG, LLC
Richard Kahler is well-equipped to serve high-net-worth clients in South Dakota, offering expertise in business succession planning, cash flow management, and retirement income strategy. With 37 years of experience and CFP® and ChFC® credentials, he provides integrated financial planning and portfolio management through KFG, LLC, which emphasizes estate and tax planning and employs a long-term asset allocation approach, distinguishing him from other advisors in the region.
Experience: 38 years
Avg account: $1,805,000
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Sherman G
CFP®, Series 63, Series 66
Huron, SD
Wells Fargo Advisors
Sherman Gose is well-equipped to assist high-net-worth clients in South Dakota with his 33 years of experience and CFP® certification, offering expertise in cash flow management and business exit strategies. Affiliated with Wells Fargo Advisors, a large firm providing comprehensive planning services for clients meeting net-worth thresholds, he combines seasoned insight with access to broad financial planning resources, distinguishing him from other advisors in the region.
Experience: 34 years
Avg account: $514,335
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Leah K
Series 66
Sioux Falls, SD
Equitable Advisors
Leah Kerwin is equipped to assist high-net-worth clients in South Dakota with retirement income strategies and Social Security optimization, addressing complex financial needs as they approach retirement. Operating within the large firm Equitable Advisors, she offers a range of fee structures and leverages a hybrid referral and implementation model, which may provide more tailored asset management options compared to other advisors in the region.
Experience: 1 year
Avg account: $570,841
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