A complete list of active advisors currently associated with Wealth Plus of the Dakotas, Inc.

Warmer can help you find a great advisor at Wealth Plus of the Dakotas, Inc. or one who fits your needs even better.

Wealth Plus of the Dakotas provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, and offers ERISA 3(21) retirement-plan advisory services. The firm delivers both portfolio management and standalone financial planning, and it arranges placements with third‑party money managers when appropriate. The firm’s investment process relies on modern portfolio theory and technical/chart analysis to tailor asset allocation and security selection to each client’s objectives, time horizon, and risk tolerance. As disclosed in its brochure, Wealth Plus manages both discretionary and non‑discretionary accounts and reported approximately $24.3 million in discretionary assets and $55.0 million in non‑discretionary assets as of December 31, 2025; it also acts as a solicitor and liaison for third‑party and sub‑advisors. A distinguishing feature is the extent of personnel affiliations outside the advisory firm: several representatives operate separate tax or accounting businesses, hold insurance licenses and agency affiliations, and have relationships with other advisory entities or broker‑dealer activity in their histories; these arrangements and the receipt of solicitor or commission compensation are disclosed in the brochure. The combination of substantial non‑discretionary AUM, routine use of solicitor/sub‑advisor arrangements, and staff who provide tax or insurance services through separate businesses is less common among similarly structured supported firms.

To learn more about the advisors currently working at Wealth Plus of the Dakotas, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.