Advisor at Skinner Financial Services
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Firm
Skinner Financial Services
Location
Sioux Falls, SD 57104
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Jeffery Skinner is a CFP® professional with 24 years of industry experience. He is the principal of Skinner Financial Services in Sioux Falls, SD, where he has worked since 2004. Prior to that, he was associated with Parkland Securities for 20 years. Skinner Financial Services serves individual and high-net-worth clients by providing financial planning, insurance-based investment management, and portfolio oversight through recommended third-party advisers. The firm employs a largely non-discretionary advisory approach, using cyclical and fundamental analysis alongside elements of modern portfolio theory, and focuses on directing clients to outside managers who typically follow buy-and-hold strategies.
Based on Skinner Financial Services
Minimum fee: Fixed fees for financial planning range from $0 to $5,000
224 N Phillips Ave, Suite 213
Sioux Falls, SD 57104
South Dakota
Skinner Financial Services
2024 - Present (2 years)
Skinner Financial Services
2004 - Present (22 years)
Parkland Securities
2002 - 2022 (20 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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Intelligent Investments
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