Skinner Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Skinner Financial Services serves individual and high‑net‑worth clients and provides financial planning, insurance‑based investment management, and ongoing portfolio management through recommended third‑party advisers. The firm prepares an Investment Policy Statement for each client and assists with third‑party adviser onboarding, forms, and performance monitoring.
The firm’s advisory approach is largely non‑discretionary: it directs clients to outside managers and, when working with annuity contracts, selects sub‑accounts under non‑discretionary authority guided by clients’ objectives and risk tolerances. Methods of analysis include cyclical and fundamental analysis and elements of modern portfolio theory, and recommended third‑party managers generally pursue buy‑and‑hold strategies with quarterly reviews.
Noteworthy distinctions include that the firm’s principal is a licensed insurance agent and the brochure discloses the sale of insurance products and the provision of fee‑based annuity services, a conflict the firm addresses through disclosure and periodic review. The firm reports essentially all assets as non‑discretionary (discretionary $0; non‑discretionary $4,902,859), occasionally offers complimentary educational seminars and workshops open to the public, and does not accept proxy‑voting or discretionary trading authority.
Client services
Expertise
Fee options
Minimum fee: Fixed fees for financial planning range from $0 to $5,000
Main office
224 N Phillips Ave, Suite 213
Sioux Falls SD 57104
Advisors at this office
1
Most active in
South Dakota
Also doing business as
Dakota Region Advisors, LLC · Skinner Financial Services
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.
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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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
Forms ADV
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