Yankton, SD Office

Team
Updated today

Client AUM

$2,542,430,170

Clients

13,138

Advisors

2

Of 64 advisors across 32 offices

Location

321 Broadway

Yankton SD 57078

Advisors at this office

2

Advisors at this office

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Justin D

Series 66

Yankton, SD

IPI Wealth Management, Inc.

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.

ESG / Sustainable investing Retirement income strategy
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Jennifer L

CFP®, ChFC®, Series 66

Yankton, SD

IPI Wealth Management, Inc.

Jennifer Larson is a CFP® and ChFC® credentialed financial advisor with 17 years of industry experience. She has been with IPI Wealth Management, Inc. since 2008. Outside of her advisory role, Larson is the owner and president of Investment Planners of SD, Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent operational model for trade execution and portfolio management.

ESG / Sustainable investing Retirement income strategy
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