Sioux Falls, SD S Phillips Ave Office

Steven Lindquist is a Wealth Management Advisor with the Lindquist Group at Merrill Lynch Wealth Management, where he helps clients build disciplined structures and strategies around their financial goals. He applies a comprehensive approach by analyzing specific client situations and market potentialities to create actionable strategies. Steven provides services that include fiduciary support for retirement benefits, assistance with the sale of private companies, and facilitating companies going public. Steven joined Merrill Lynch Wealth Management in the summer of 2011 after graduating with honors from Augustana College in Sioux Falls, where he majored in Business Administration and Philosophy and minored in Classics. He holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Steven is involved in his community through his work with the YMCA and church committees, serving on the YMCA board. He lives in Sioux Falls with his wife, Nicholle, their two daughters, and son. In his free time, Steven enjoys golfing, hunting, cooking, hiking, reading, singing, and spending time with his family.

David Olson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been an advisor since 1982, serving clients with a focus on family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. David manages his own Personalized and Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. David holds the Certified Investment Management Analyst (CIMA) designation and the Personal Investment Advisor (PIA) designation. He earned his bachelor's degree from the University of South Dakota. Over his career, he has been recognized multiple times, including being named to Barron's Top 1,200 Financial Advisors for 14 consecutive years and to Forbes Best-in-State Wealth Advisors list for 9 consecutive years. In addition to his professional work, David is involved with the South Dakota Hall of Fame and serves on the board of the Crazy Horse Memorial Foundation, where he chairs the Investment Committee. He is married to his wife, Kay, and they have two children and four grandchildren.

William Lindquist is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981 at Norwest Bank, becoming an Investment Officer and the bank’s first financial advisor in South Dakota. Following the merger of Norwest with Wells Fargo Investments in 1998, he continued to work with families across South Dakota and neighboring states on their wealth management strategies, joining Merrill in 2010 alongside his son. Throughout his career, Lindquist has focused on building open, honest relationships with successful individuals and their families, emphasizing an understanding of each client’s goals and how they wish to utilize their wealth. His client expertise includes executive compensation, philanthropic planning, retirement income, liquidity management, and tax minimization. He collaborates with specialists across banking and trust services within Bank of America and Merrill to provide comprehensive guidance beyond investment management. Lindquist holds a double major bachelor’s degree in Business Administration and Economics from Augustana University in Sioux Falls, South Dakota. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Active in his community, he serves on the Investment Committee at Augustana University and the Board of the South Dakota Children’s Home Foundation. Lindquist has also served on multiple non-profit boards and is a member of Rotary International. He resides in Sioux Falls with his wife and has three adult sons and five grandchildren.

Renee Bruggeman serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing customized financial strategies and personalized service tailored to high-net-worth families. Her role focuses on managing client wealth through various market conditions, aiming to simplify financial complexities and access Merrill resources with a single point of contact. With over 30 years of experience, Renee addresses client needs in college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. She works closely with clients to develop personalized financial strategies designed to help pursue long-term goals, emphasizing trust and mutual respect in client relationships. Renee holds a Bachelor's Degree from Bellevue University and an Associate's Degree from Black Hills State University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In her personal time, she enjoys boating, gardening, music, singing, and spending time with her family.

Wendy Aspaas is a financial advisor with Merrill in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she serves as a co-trustee for several family trusts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kathy Wilkinson is a financial advisor at Merrill with 42 years of industry experience. She has been with Merrill since 1998 and holds Series 63 and Series 66 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brock Morgan is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at firms including Bank of America, Thrivent Financial, Great Western Bank, and First Premier Bank. Outside of his advisory role, he assists part-time in a photography business and serves as a board member for Trinity Lodge #200 Masonic Lodge in Sioux Falls. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kay Schatz is a financial advisor with Merrill in Sioux Falls, South Dakota, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chad Kulm is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2008 when he joined the Sioux Falls office of Merrill Lynch. Prior to entering financial services, Chad was co-owner and National Sales Manager of a wholesale company. Chad's areas of expertise include retirement planning, college education planning, managing new wealth, individual and corporate investment strategy, tax minimization, divorce transition planning, LGBT wealth planning, women and wealth, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER(CFP) certification, the Chartered Retirement Planning Counselor (CRPC), and the Personal Investment Advisor (PIA) designations. Chad earned a Bachelor's Degree from the University of South Dakota. Active in his community and church, Chad has served on several boards and committees including Trustees, Investment Committee, and Memorials. He also serves at the Conference level and currently chairs the Board of Trustees for his denomination's Foundation. Chad enjoys spending time outdoors pursuing game, fishing, boating, camping, hiking, hunting, playing softball, swimming, traveling, and supporting the Minnesota Vikings and Twins. He has experience raising quadruplets—three daughters and a son.

Andrew Soontharotoke is a financial advisor with Merrill and holds a Series 66 designation. He has 10 years of industry experience, having worked at Bank of America and Merrill since 2016. Outside of his advisory role, he serves as co-chair of the fundraising committee for the East Lansing Rotary, organizing an annual golf outing to support local high school students. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Larry Hamre is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Sioux Falls, South Dakota. He has been in the financial services industry since 1980, including 30 years at Norwest/Wells Fargo before joining Merrill Lynch Wealth Management in 2010. Larry focuses on developing strategies and advice for high net-worth individuals, their families, and their businesses to help grow, preserve, and distribute wealth efficiently. Larry’s consultative approach to wealth management involves carefully listening to each client’s financial situation, preferences, and goals. He then offers recommendations for asset allocations tailored to income and growth expectations, and discusses opportunities in investments, retirement, estate planning, and philanthropy. He holds a Bachelor of Science degree in commercial economics from South Dakota State University and maintains the Personal Investment Advisor (PIA) designation. Larry participates in community organizations including United Way, Volunteers of America, and The Banquet. Outside of work, he enjoys outdoor activities such as hunting, fishing, boating, and spending time with his family.

Joel Dunfee is a Financial Advisor associated with Merrill Lynch Wealth Management. He works with successful individuals and families to develop personalized financial roadmaps tailored to their unique situations and goals, with a focus on retirement planning and portfolio management. Joel's approach involves understanding clients' perspectives and priorities to help them pursue their financial objectives with confidence. Joel's areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and values-based investing, and retirement income. He holds professional designations such as Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from South Dakota State University and a Master's Degree from Colorado State University. Outside of his professional activities, Joel enjoys personal interests such as football, music, and watching movies.

Pierce Edman is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Edman Group. He has been working with Merrill since June 2016 and focuses on helping clients pursue their financial goals through goals-based wealth management. His approach assists individuals, families, and business owners in organizing their personal and business finances, connecting their wealth to various aspects of their lives. Pierce specializes in areas such as college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor of Arts degree in Business Administration from the University of Nebraska-Lincoln College of Business and has obtained his Series 7 and Series 66 FINRA registrations. Additionally, he earned the CERTIFIED FINANCIAL PLANNER® certification to better serve his clients. Outside of his professional work, Pierce is involved in community events such as the Taste the Goodness Event. He enjoys activities including basketball, golfing, hunting, skiing, spending time with his family, swimming, table tennis, traveling, and watching movies.

Parker Hanson Harden is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on providing goal-based wealth management strategies tailored to individuals, families, and business owners. Parker works closely with clients to develop personalized financial plans that align with their life priorities and investment personalities, ensuring consistent reviews to keep them on track. Parker holds a Master of Arts degree in Sports Administration and Leadership from Augustana University and a Bachelor of Science degree in Business from the University of Minnesota-Crookston. He is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). Before his financial advisory career, Parker played professional baseball, which contributed to his disciplined and persevering approach. Beyond his professional role, Parker is involved in community organizations such as NubAbility, Shriners Hospitals for Children, and the Social Diversity for Children Foundation. He is a member of the Louisville Slugger National Amputee Baseball Team and serves as a Patient Alumni ambassador for Shriners Hospitals for Children. Parker integrates his faith, family values, and experiences overcoming adversity into his commitment to serving clients with integrity and care.

Sue Mollison is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she manages client relationships to provide services such as trading activity, annual reviews, and primary research. She assists clients in prioritizing their financial goals and developing tailored strategies designed to reach those goals with minimal risk. Sue joined the David Olson group in August 2019 bringing 20 years of experience in small business. Her areas of focus include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. She holds FINRA Series 7 and 66 registrations and the Personal Investment Advisor (PIA) designation. Sue earned a Bachelor of Arts in Business Administration from the University of Sioux Falls. Outside of her professional work, she is chairperson for the Lincoln High School Marching Band Alumni. In her personal time, she enjoys biking, cooking, hiking, and spending time with her family.