Advisor at Optimum Wealth Management, LLC
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Firm
Optimum Wealth Management, LLC
Location
Pierre, SD
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
37 years
Kelly Joneson is a CFP® and ChFC® with 37 years of experience in financial advising. He has been with Optimum Wealth Management, LLC since 2016 and also owns Optimum Insurance Solutions. Outside of finance, he operates a fishing guide service, Kelly Joneson Guide Service, which accounts for a portion of his annual income. Optimum Wealth Management, LLC is an independent, fee-based advisory firm serving individual clients and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA consulting, utilizing model portfolios and third-party sub-advisors while maintaining supervisory authority over client accounts.
Based on Optimum Wealth Management, LLC
Based on Optimum Wealth Management, LLC
$0 - $50,000: 1.40% $50,000.01 - $100,000: 1.35% $100,000.01 - $500,000: 1.15% $500,000.01 - $1,000,000: 1.00% $1,000,000.01 - $5,000,000: 0.70% $5,000,000.01+: 0.55%
$150 per hour for financial planning
Pierre, SD
Iowa · Nebraska · South Dakota
Optimum Wealth Management, LLC
2016 - Present (10 years)
Optimum Insurance Solutions
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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