Top wealth management financial 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 seek a wealth management advisor if you're juggling multiple financial goals like retirement, estate planning, and investment growth all at once. Without a clear strategy, it's easy to overlook how federal taxes, sales taxes, and property taxes interact with your overall plan, especially in South Dakota's unique tax environment.
- Holistic goal alignment. Look for advisors who integrate your retirement, estate, and investment plans rather than treating them separately.
- Tax-aware strategies. Confirm they consider federal tax implications alongside South Dakota's lack of state income tax and its impact on your wealth.
- Trust and estate expertise. South Dakota's favorable trust laws can offer advantages; ask how they leverage these in your estate planning.
- Privacy considerations. Given the state's low population density, see if they address privacy in your financial and estate plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Deidre B
Series 65
Rapid City, SD
Avantax Planning Partners, Inc.
Deidre Budahl specializes in wealth management with a focus on tax-loss harvesting and retirement income strategies, making her well-suited for managing complex financial goals in South Dakota's unique tax environment. Based in Rapid City, she offers flat-fee and AUM-based pricing through Avantax Planning Partners, which uses tax-intelligent portfolio management and collaborates with CPA firms, distinguishing her approach with integrated tax and investment planning.
Experience: 10 years
Avg account: $692,697
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Alex P
Series 66
Sioux Falls, SD
Edward Jones
Alex Parker specializes in wealth management in South Dakota, offering expertise in retirement income strategy and business ownership considerations, which suits clients juggling multiple financial goals. Working at Edward Jones, a large full-service firm with over four million clients, he provides access to diverse advisory programs and investment strategies, differentiating him from advisors at smaller firms or with less comprehensive resources.
Experience: 4 years
Avg account: $246,728
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Mary M
Series 66
Sioux Falls, SD
Cetera
Mary Mullen specializes in wealth management with eight years of experience and expertise in tax-loss harvesting, retirement plans for business owners, and charitable giving, making her well-suited for managing complex financial goals in South Dakota's tax environment. Operating from Cetera, a large firm offering flat-fee and AUM-based pricing, she serves high earners and those approaching retirement, providing access to institutional resources and fiduciary solutions that differentiate her from other advisors in the region.
Experience: 8 years
Avg account: $306,089
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Dustin S
Series 66
Dell Rapids, SD
LPL Financial
Dustin Steckler specializes in wealth management with additional expertise in retirement plans for business owners and tax-loss harvesting, which can help navigate South Dakota's unique tax environment. Operating through LPL Financial, a large firm offering flat-fee financial planning, he brings a blend of institutional resources and personalized service, supported by his Series 66 designation and community involvement in Dell Rapids, SD.
Experience: 1 year
Avg account: $399,489
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Kyle S
Series 65, Series 63
Aberdeen, SD
Integrity Alliance, LLC
Kyle Schwan specializes in wealth management in South Dakota, offering expertise in retirement plans for business owners and flat-fee, independent advisory services. With nine years of industry experience and credentials including Series 63 and 65, he works through Kovack Advisors, Inc., which serves a diverse client base nationwide using a diversified investment approach with mutual funds and ETFs. His fee structure is negotiable, including fixed and hourly options, providing flexibility compared to other advisors.
Experience: 9 years
Avg account: $454,036
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