Advisor at Willkate Wealth Management, LLC
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.
Firm
Willkate Wealth Management, LLC
Location
Aberdeen, SD 57401
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
23 years
One-time financial projects starting at $3,700; existing client subscription fees vary based on scope.
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.70% annually
Account minimum: $250,000 minimum if bundled financial planning and investment management services are requested; no minimum if paying for planning services only; Seasons of Life program minimum $5,000 (with $50,000 minimum for tax-loss harvesting feature) Fee-only: Fixed fees ranging from $5,000 to $30,000 for financial planning; $25,000 to $100,000 annually for multi-generational wealth planning; consultation retainers starting at $7,500; financial projects starting at $3,700.
Generations To Generations Llc
2013 - Present (13 years)
Prosperity Wealth Management, Llc
2013 - Present (13 years)
Trustee For Conservator For Chrisma Shulte
2008 - Present (18 years)
Conservator For Chrisma Shulte
2006 - Present (20 years)
Kappenman Limited Partner
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Aberdeen, SD
Edward Jones
Series 66
Aberdeen, SD
Edward Jones
CFP®, Series 66
Aberdeen, SD
Edward Jones
Series 66
Aberdeen, SD
Edward Jones
CFP®, ChFC®, Series 63, Series 66
Aberdeen, SD
Edward Jones
Series 65, Series 66
Aberdeen, SD
Wealth Plus of the Dakotas, Inc.
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