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Cindy Giacometto

Advisor at Principal Financial Services

Updated today

Location

Belle Fourche, SD 57717

Credentials

Series 63, Series 65

Industry experience

30 years

About

Cindy Giacometto is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes 25 years at Waddell & Reed Inc and more recent roles at Principal Securities Inc and Principal Life Insurance Company. She is also licensed to sell outside life, disability income, long-term care, fixed annuities, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third-party managers.

Client services

Based on Principal Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Occupation focus

Based on Principal Financial Services

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)

Project-based
Subscriptions

Location

519 State St

Belle Fourche, SD 57717

Most active in

South Dakota · Texas

Work history

Principal Securities Inc

2022 - Present (4 years)

Principal Life Insurance Company

2022 - Present (4 years)

LPL Financial

2021 - 2022 (1 year)

Waddell & Reed Inc

1996 - 2021 (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Adam W

Series 66

Belle Fourche, SD

Principal Financial Services

Adam Woxland is a financial advisor at Principal Financial Services with a Series 66 designation and four years of industry experience. His prior work includes roles at Principal Securities Inc, Principal Life Insurance Company, Waddell & Reed, and Marine Credit Union. He serves on the finance committee for Black Hills Christian Academy. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar

Ryan A

Series 66

Spearfish, SD

Edward Jones

Ryan Aalbu is a financial advisor at Edward Jones in Spearfish, South Dakota, holding a Series 66 designation with one year of experience at Edward Jones. Prior to joining Edward Jones, he spent 18 years at Northern Hills Training Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Gwen M

Series 66

Spearfish, SD

LPL Financial

Gwen Martin is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Waddell & Reed, Inc. She also works as an insurance agent through various insurance carriers affiliated with W&R Insurance Agencies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with insurance and annuity product sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Megan B

Series 66

Spearfish, SD

Edward Jones

Megan Berberick is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Collin C

Series 63, Series 66

Spearfish, SD

Edward Jones

Collin Cantalope is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2009. Outside of his advisory role, he owns Cantalope Property Management, a commercial and retail property business in Spearfish, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Christa C

Series 66

Spearfish, SD

Edward Jones

Christa Cantalope is a financial advisor at Edward Jones in Spearfish, SD, holding a Series 66 designation with seven years of industry experience. She previously worked at Farm Bureau Financial Services and Leavitt Heartland Insurance Services. Outside of her advisory role, she is the owner of Cantalope Property Management LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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