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 65
Industry experience
1 year
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
Premier Tax Service, Inc.
2025 - Present (1 year)
Wealth Plus of the Dakotas
2025 - Present (1 year)
Optimized Investments LLC
2024 - 2025 (1 year)
Mutual of Omaha Insurance Company
2023 - 2025 (2 years)
Mutual of Omaha Insurance Company
2022 - 2022 (1 year)
University of Nebraska-Lincoln
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Pig Improvement Company
2019 - 2020 (1 year)
South Dakota State University
2018 - 2021 (3 years)
Lazy TV Ranch
2018 - 2018 (1 year)
Selby High School
2014 - 2018 (4 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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