Daniel Rice
Advisor at Wealth Management
Updated today
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.
About
Daniel Rice is a financial advisor with Wealth Management who holds a Series 65 designation and has five years of industry experience. He has been a partner at Clausen & Rice, an accounting firm in Pierre, South Dakota, since 2004. Outside of advisory work, he is also involved as a member in a local liquor store and a real estate venture. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory approach, primarily using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.
Client services
Based on Wealth Management
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Sub-advisor and back office support services
Sub-advisor and back office support services
Expertise
Based on Wealth Management
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
General tax planning
Fee options
Fees may be negotiated including fixed fees for services
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Up to $250 per hour for financial planning services when charged separately
Fee-only: Hourly fees up to $250 per hour for financial planning services when charged separately; fees may be negotiated including fixed fees
Location
321 S Highland Ave
Pierre, SD 57501
Most active in
Daniel R has reported serving >5 clients in these states in the last 12 months.
South Dakota
Work history
Rice & Associates, Inc
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Kelly J
CFP®, ChFC®, Series 63, Series 65
Pierre, SD
Optimum Wealth Management, LLC
Kristy H
Series 65
Pierre, SD
Wealth Management
Tobin M
Series 63, Series 66
Pierre, SD
Colliers Securities LLC
Matthew R
CFP®, Series 66
Pierre, SD
OSAIC
Richard D
Series 66
Pierre, SD
Ameriprise
Angela T
Series 66
Pierre, SD
Ameriprise
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