Top financial advisors in Spearfish, 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.
You might seek a financial advisor in Spearfish, SD if you're planning for retirement or managing significant assets and want to navigate federal taxes and estate planning effectively. A common mistake is overlooking how South Dakota's unique trust laws and lack of state income tax can impact your long-term financial and estate strategies.
- Federal tax focus. Confirm how the advisor integrates federal income, sales, and property tax considerations into your plan, since South Dakota has no state income tax.
- Trust and estate expertise. Ask about their experience with South Dakota's favorable trust laws and asset protection strategies.
- Retirement planning for privacy. Explore how they tailor plans for clients valuing privacy in a low-density population area.
- Asset protection strategies. Inquire how they help safeguard your wealth using local legal advantages.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bradley S
Series 66
Spearfish, SD
Thrivent Investment Management
Bradley Scott's 22 years of experience and Series 66 designation position him well to address retirement and estate planning needs in Spearfish, SD, especially considering local tax advantages and trust laws. Affiliated with Thrivent Investment Management, a large firm offering dedicated planning services and holistic, goal-based analyses, he provides a seasoned approach that balances planning with managed-account programs, distinguishing him from advisors at smaller firms.
Experience: 22 years
Avg account: $162,801
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Tiffany E
Series 66
Spearfish, SD
Ameriprise
Tiffany Even in Spearfish, SD, specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement who need income planning. Affiliated with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, she provides tailored, tax-efficient retirement income plans with a 0.15% AUM fee, distinguishing her through extensive experience and institutional resources.
Experience: 18 years
Avg account: $471,167
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Andrew K
Series 66
Spearfish, SD
LPL Financial
Andrew Koistinen in Spearfish, SD, offers financial planning with a flat-fee structure through LPL Financial, a large firm known for diversified investment approaches and technology-driven strategies. With 11 years of experience and a Series 66 designation, he brings expertise in college savings plans and serves a broad client base including individuals and retirement plans, distinguishing him from advisors focused solely on local or niche markets.
Experience: 11 years
Avg account: $399,489
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Ryan M
CFP®, Series 66
Spearfish, SD
Edward Jones
Ryan Meredith in Spearfish, SD, offers expertise in retirement income strategy and estate planning, supported by 17 years of experience and CFP® certification. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs with a fee structure up to 1.35% annually, distinguishing him from advisors at smaller firms.
Experience: 18 years
Avg account: $246,728
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Clint M
Series 63, Series 65
Spearfish, SD
Voya financial Advisors, Inc.
Clint Meyer in Spearfish, SD, offers expertise in retirement planning and business ownership considerations, supported by 16 years of experience and Series 63 and 65 licenses. Affiliated with Voya Financial Advisors, a large firm providing diverse investment programs and flat-fee planning options, he also brings unique insights from owning a local insurance agency and engaging in farming activities, distinguishing him from other advisors.
Experience: 17 years
Avg account: $236,678
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