Big Sioux Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$229,018,329
Clients
843
Advisors
5
across 2 offices
About
Big Sioux Wealth Management provides discretionary and non‑discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm delivers ongoing portfolio monitoring, suitability assessments, and tailored investment strategies based on clients’ goals, time horizons, and risk tolerance.
Big Sioux combines adviser-led relationship management with a turnkey asset management platform operated by GeoWealth, where GeoWealth provides portfolio management support, trading, reporting, and back‑office services while Big Sioux retains primary advisory responsibility. Clients may grant discretionary trading authority or choose non‑discretionary engagements, and accounts and model portfolios are reviewed on a periodic basis with documentation of client objectives and restrictions.
Distinctive elements include the firm’s ownership connection to Reliabank Dakota, an uncommon banking affiliation for firms of this size, and disclosures that certain personnel also engage in broker‑dealer and insurance activities. The brochure also highlights a relatively large client roster given its five advisors and the firm’s practice of offering public, fee‑free educational seminars, and it discloses the GeoWealth platform’s BlackRock relationship as a potential platform incentive that the firm manages through disclosures and procedures.
Client services
Expertise
Occupation focus
Fee options
Flat fees may be charged for ERISA Plan services; specific amounts not detailed.
$0 - $100,000: 1.45% $100,001 - $200,000: 1.35% $200,001 - $500,000: 1.10% $500,001 - $750,000: 1.05% $750,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $6,000,000: 0.70% $6,000,001+: 0.65%
Division President receives external compensation as a registered representative of Gradient Securities, LLC
$250 per hour for financial planning and consulting services
Account minimum: $100,000 Fee-only: $250 per hour for financial planning and consulting services
Main office
See office1401 4th St. NE
Watertown SD 57201
Advisors at this office
4
Offices (2)
Most active in
Arizona · Florida · Iowa · Minnesota · North Dakota · South Dakota · Texas
Also doing business as
Big Sioux Financial, Inc. · Big Sioux Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thomas M
Series 65
Watertown, SD
Big Sioux Wealth Management
Thomas Mattingly is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding a Series 65 license with three years of industry experience. Before joining Big Sioux Wealth Management, he worked for 14 years with the Watertown School District. He also serves as a basketball and football coach at Watertown High School. Big Sioux Wealth Management provides asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines adviser-led relationship management with a platform operated by GeoWealth, offering tailored investment strategies and ongoing portfolio monitoring.
Connie S
Series 65, Series 66
Watertown, SD
Big Sioux Wealth Management
Connie Streff is a financial advisor at Big Sioux Wealth Management in Watertown, South Dakota, with two years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes roles at Peschl & Associates and the South Dakota Division of Insurance and Securities. Big Sioux Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing asset management, retirement-plan advisory, and financial planning services. The firm uses a combination of adviser-led relationship management and GeoWealth’s turnkey asset management platform to deliver customized investment strategies and portfolio monitoring.
Dustin P
CFP®, Series 63, Series 65
Watertown, SD
Big Sioux Wealth Management
Dustin Padgett is a CFP® with 27 years of experience in the financial services industry. He is currently with Big Sioux Wealth Management, where he has worked since 2019, and previously spent 19 years at Raymond James Financial Services. Padgett also holds Series 63 and Series 65 licenses. Big Sioux Wealth Management provides portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis with tailored investment programs and serves over 1,100 clients with approximately $200.7 million in assets under management.
Aidynn S
Series 65
Watertown, SD
Big Sioux Wealth Management
Aidynn Suter is a financial advisor at Big Sioux Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked in insurance and banking roles. Outside of finance, he has worked part-time at Cattail Crossing Golf Course in customer service. Big Sioux Wealth Management provides asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines adviser-led relationship management with a turnkey platform operated by GeoWealth, offering both discretionary and non-discretionary investment solutions.
Mc Kay P
CFP®, Series 63, Series 66
Watertown, SD
Big Sioux Wealth Management
Mc Kay Parr is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Big Sioux Wealth Management in Watertown, SD. His career includes roles at Raymond James Financial Services and Charles Schwab prior to joining Big Sioux. Mc Kay is one of five advisors at the firm, which operates with a team-based approach. Big Sioux Wealth Management provides discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines adviser-led client relationships with portfolio management support from GeoWealth, offering tailored investment strategies aligned with client goals and risk tolerance.
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