CFP®-certified financial advisors in Yankton, SD

Justin Dietrich is a financial advisor at IPI Wealth Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at IPI Wealth Management since 2021. Outside of his advisory role, Dietrich serves as President and Director of Coaching for the Yankton Youth Soccer Association in a voluntary capacity. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes an open-architecture investment platform with proprietary risk-based models and an investment committee framework, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Lori Rothenberger is a financial advisor with SPC who holds a Series 66 designation and has 14 years of industry experience. Her prior roles include nine years at Raymond James Financial Services and involvement with Ascend Financial, where she also acts as an insurance agent. She serves as the treasurer and board member of the Large Munsterlander Association of America, maintaining financial accounting and providing reports. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice primarily through Fidelity custodial platforms.

Randall Johnson is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 20 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and currently serves as an independent contractor providing branch supervision at Legacy Financial Group, Inc. in Yankton, SD. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical and risk-profiling tools to tailor non-discretionary planning and investment consulting to client goals and supports institutional consulting and portfolio management through a large advisor network.

Ty Erwin is a Series 66-registered financial advisor with Thrivent Investment Management, bringing two years of experience within the firm and prior roles including positions at Farmer's Pride and Citizen's State Bank. Outside of his advisory work, he serves as a high school basketball referee for the Nebraska School Activities Association and is a board member of the Laurel Community Chamber. He is also involved in family businesses, assisting with operations and financial management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of Financial Advisors. The firm offers holistic, goal-based planning that covers a wide range of financial topics, with clients able to combine planning services with managed accounts under a consolidated billing option while maintaining distinct service offerings.

Christopher Marlow is a CFP® professional with nine years of industry experience, currently affiliated with Edward Jones. His prior experience includes roles at Raymond James Financial Services and First Bank and Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, operating through a large nationwide network of financial advisors and branch offices.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.