Top financial advisors working with retirees in Watertown, SD

Brent Keyes is a financial advisor with AE Wealth Management, LLC in Watertown, SD, holding a Series 65 designation and five years of industry experience. He has also been affiliated with Millennium Financial Services, Inc. since 2004, serving as an insurance agent and vice president. Additionally, Keyes is president of Brent Keyes, LLC, a firm involved in real estate ownership and fee collection related to AE Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model portfolios and platform services, managing approximately $49.8 billion for over 127,000 clients through a network of advisors.

Lee Rycraft is a financial advisor at Midwest Financial Strategies with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Visionpoint Advisory Group, LPL Financial, and Axa Advisors. Rycraft is also a licensed insurance agent. Midwest Financial Strategies provides portfolio management, financial planning, and retirement plan consulting for individuals, trusts, and employer plans. The firm uses individualized portfolios based on model allocations, incorporating charting and technical analysis with a long-term trading approach, and offers services including discretionary management and tailored Investment Policy Statements.

Terry Peschl is the principal of Terry Peschl & Associates, Inc., a state-registered investment advisory firm based in Watertown, South Dakota. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has operated his advisory firm since 1973 and also manages a rental property business. Terry Peschl & Associates provides financial planning, third-party money manager selection, and retirement plan services to individuals and employer SIMPLE plans. The firm focuses on planning and advisory services while relying on recommended third-party managers for investment implementation, without directly managing client portfolios.

Dawson Tschakert is a CFP® professional at Edward Jones with two years of industry experience. His background includes roles at Puthoff Insurance and several local businesses before joining Edward Jones. He also has experience working in education and community recreation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Dennis Mears is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he serves as a referee for basketball and football games in the Milbank and Watertown School Districts. Ameriprise is a large institutional firm offering a retirement-income planning service designed for individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.