Top financial advisors in Yankton, 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 Yankton, SD when you're navigating federal tax planning or considering estate strategies that leverage South Dakota's favorable trust laws. A common pitfall is overlooking how sales and property taxes impact your overall financial picture, not just focusing on income tax.
- Federal tax focus. Confirm how the advisor integrates federal tax rules into your investment and retirement plans, since South Dakota has no state income tax.
- Trust and estate expertise. Ask about their experience with South Dakota's unique trust laws and asset protection strategies.
- Local tax considerations. Sales and property taxes can affect your cash flow; see how they factor these into your budget and planning.
- Privacy-aware planning. Given the area's low population density, discuss how they address privacy and confidentiality in managing your finances.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Justin D
Series 66
Yankton, SD
IPI Wealth Management, Inc.
Justin Dietrich in Yankton, SD, offers expertise in retirement income strategy and ESG investing, supported by five years of industry experience and a Series 66 designation. His firm, IPI Wealth Management, provides flat-fee financial planning and uses an open-architecture platform with risk-based models, catering to individual investors and retirement plans, which may appeal to clients seeking both discretionary and non-discretionary portfolio management options.
Experience: 5 years
Avg account: $193,517
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Lori R
Series 66
Yankton, SD
SPC
Lori Rothenberger in Yankton, SD, offers expertise in retirement income strategy and general estate planning guidance, aligning well with federal tax planning and estate strategies relevant to South Dakota. Affiliated with SPC, a large firm, she provides flat-fee segmented and comprehensive financial plans, serving diverse clients including high-net-worth individuals and corporations, which may offer broader resources compared to smaller local advisors.
Experience: 14 years
Avg account: $192,080
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Randall J
Series 66
Yankton, SD
Raymond James Financial
Randall Johnson's 19 years of experience and Series 66 designation equip him to address federal tax planning and estate strategies relevant to Yankton, SD, especially through his work at Raymond James Financial, a large firm known for advisory services. His expertise in cash flow and budgeting, combined with flat-fee and hourly fee options, offers flexibility compared to other advisors who may have different fee structures or firm sizes.
Experience: 20 years
Avg account: $700,796
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Ty E
Series 66
Yankton, SD
Thrivent Investment Management
Ty Erwin in Yankton, SD, offers expertise in business ownership considerations, which can be valuable for clients navigating federal tax planning and estate strategies involving family businesses. Affiliated with the large firm Thrivent Investment Management, he provides holistic, goal-based planning and combines planning with managed accounts, distinguishing him from advisors with smaller firm affiliations or narrower service scopes.
Experience: 2 years
Avg account: $162,801
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Christopher M
CFP®, Series 66
Yankton, SD
Edward Jones
Christopher Marlow offers expertise in retirement income strategy and general estate planning, well-suited for clients in Yankton, SD navigating federal tax and estate considerations. Affiliated with Edward Jones, a large firm serving over four million clients, he brings eight years of experience and a CFP® certification, with a fee structure up to 1.35% annually, distinguishing him from advisors at smaller firms or with less comprehensive service offerings.
Experience: 9 years
Avg account: $246,728
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