Advisor at Big Sioux Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Big Sioux Wealth Management
Location
Watertown, SD 57201
Credentials
Series 65
Industry experience
< 1 year
ERISA plan services may be charged as a flat fee (amount not specified)
Under $50,000 - $50,000: 1.45% annually $50,001 - $100,000: 1.35% annually $100,001 - $250,000: 1.05% annually $250,001 - $750,000: 1.00% annually $750,001 - $1,000,000: 0.90% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $6,000,000: 0.70% annually $6,000,001+: 0.65% annually
Advisor receives external compensation as a registered representative of Gradient Securities, LLC
Financial planning and consulting services at $250 per hour
Fee-only: Financial planning at $250 per hour
Big Sioux Wealth Management
2025 - Present (1 year)
Reliabank Insurance
2024 - 2025 (1 year)
Aflac
2024 - 2024 (1 year)
First Bank and Trust
2023 - 2024 (1 year)
Lenards Agency
2023 - 2023 (1 year)
South Dakota State University
2020 - 2024 (4 years)
Cattail Crossing Golf Course
2020 - Present (6 years)
Zesto Drive Inn
2017 - 2018 (1 year)
Watertown School District
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Watertown, SD
Edward Jones
CFP®, Series 66
Watertown, SD
Edward Jones
CFP®, Series 63, Series 66
Watertown, SD
Edward Jones
CFP®, Series 66
Watertown, SD
Edward Jones
Series 66
Watertown, SD
Edward Jones
CFP®, Series 66
Watertown, SD
Edward Jones
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