Advisor at Wealth Plus of the Dakotas, Inc.
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
Wealth Plus of the Dakotas, Inc.
Location
Aberdeen, SD 57401
Credentials
Series 63, Series 65
Industry experience
28 years
Financial planning fixed fees range from $750 to $7,500, negotiable based on complexity and client needs
$0 - $100,000: 0.95% annually $100,001 - $250,000: 0.75% annually $250,001 - $500,000: 0.55% annually $500,001 - $1,000,000: 0.35% annually $1,000,001+: 0.25% annually
$150 per hour for financial planning and consulting
Account minimum: $25,000 (typically), but may be lowered or waived at discretion Fee-only: Hourly fee of $150 per hour for financial planning and consulting; fixed fees for financial planning ranging from $750 to $7,500 based on complexity
Wealth Plus of the Dakotas, Inc.
2020 - Present (6 years)
SECURITIES AMERICA, inc.
2019 - 2020 (1 year)
Aldayel Financial Services, LLC
2012 - Present (14 years)
Capital Financial Services, Inc.
2002 - 2019 (17 years)
Dakota Halal Inc
2000 - Present (26 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
CFP®, Series 63, Series 65, Series 66
Aberdeen, SD
Willkate Wealth Management, LLC
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