Watertown, SD 1401 4th St. NE logo

Watertown, SD 1401 4th St. NE Office

Team
Updated today
Big Sioux Wealth Management logo

Big Sioux Wealth Management

Team

Firm-wide stats for Big Sioux Wealth Management

Total advisors

5

Across 2 offices

Clients per advisor

169 Very High

Avg AUM per client

$271,671 Very Low

HNW client ratio

29% Typical

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.

Based on Big Sioux Wealth Management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Based on Big Sioux Wealth Management

Occupation focus

Founder/Business Owner Retired

Based on Big Sioux Wealth Management

Location

1401 4th St. NE

Watertown SD 57201

Advisors at this office

4

Advisors at this office

user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Connie S

Series 66, Series 65

Watertown, SD

Big Sioux Wealth Management

Connie Streff is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Big Sioux Wealth Management, she worked at Peschl & Associates, Inc. and spent over a decade with 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 by providing discretionary and non-discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning services. The firm uses a combination of adviser-led relationship management and support from GeoWealth’s asset management platform, offering tailored investment strategies and portfolio monitoring based on clients’ goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)