Kristy Hight
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
Kristy Hight is a financial advisor at Wealth Management with five years of industry experience. She holds a Series 65 designation and has worked at Acorn Trust Company since 2020 and Clausen & Rice LLP since 2019, where she serves as a senior accountant involved in tax return preparation, bookkeeping, consulting, and tax planning. Prior to these roles, she was employed at American Bank & Trust from 2014 to 2019. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm employs a portfolio approach based on modern portfolio theory, utilizing 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
Kristy H has reported serving >5 clients in these states in the last 12 months.
South Dakota
Work history
Acorn Trust Company
2020 - Present (6 years)
Rice & Associates, Inc.
2019 - Present (7 years)
American Bank & Trust
2014 - 2019 (5 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
Daniel R
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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