Sioux Falls, SD W Trevi Place Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,776 advisors across 1,214 offices

Location

2401 W Trevi Place, Suite 201 & 204

Sioux Falls SD 57108

Advisors at this office

2

Advisors at this office

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Fred Y

CFP®, Series 63, Series 65

Sioux Falls, SD

Commonwealth Financial Network

Fred Ymker is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and Legacy Wealth Group, LLC. He has worked at these firms since 2015. Ymker is also co-owner of Legacy Insurance Group, LLC, which focuses on fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, compliance, and investment management, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael P

Series 66

Sioux Falls, SD

Commonwealth Financial Network

Michael Paulson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. His prior work includes roles at South Dakota State University, Legacy Wealth Group, Josiahs, Amazon, and educational institutions including Roosevelt High School and Memorial Middle School. He is also involved in fixed insurance sales conducted during business hours in Sioux Falls, SD. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support while offering a range of investment solutions including discretionary model portfolios and customized program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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