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Advisors near 57350
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Matthew N
CFP®, Series 66
Huron, SD
Vantage Financial partners, LLC
Matthew Niederbaumer is a CFP® professional with 23 years of industry experience, currently serving at Vantage Financial Partners, LLC since 2021. He previously worked at Thrivent Advisor Network, LLC and Thrivent Financial for Lutherans, where he spent 18 years. Outside of his advisory role, Niederbaumer is the head golf coach and head boys basketball coach at James Valley Christian School in Huron, South Dakota. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages approximately $810.7 million and offers customized portfolios emphasizing low-cost mutual funds and ETFs, strategic asset allocation, and tax-aware investment strategies.
Adam W
CFP®, Series 66
Huron, SD
Vantage Financial partners, LLC
Adam Walter is a CFP® with five years of industry experience, currently serving as a financial advisor at Vantage Financial Partners, LLC since 2021. Prior to this, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Walter owns and operates Red Arrow Bowfishing LLC, where he guides clients on bow fishing trips. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages over $800 million in assets and uses customized investment policy statements and model portfolios with a focus on low-cost mutual funds and ETFs, strategic asset allocation, and tax-aware trading.
Abram C
Series 65
Huron, SD
Vantage Financial partners, LLC
Abram Collaguazo is a financial advisor at Vantage Financial Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Vantage Financial Partners, he held roles in education at South Dakota State University and various local schools. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages approximately $810.7 million on a discretionary basis and employs a team of 12 advisors who utilize customized investment policy statements and model portfolios with a primary focus on low-cost mutual funds and ETFs.
Jacob L
Series 66
Huron, SD
Edward Jones
Gordon W
CFP®, ChFC®, Series 63, Series 65
Huron, SD
Raymond James Financial
Gordon Wollman is a financial advisor with Raymond James Financial Services, holding CFP® and ChFC® designations and possessing 32 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as a trustee for Huron Christian Church and is an author currently writing a book. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through comprehensive client assessments and supported by a broad affiliate network.
Daniel R
Series 63, Series 66
Huron, SD
Raymond James Financial
Daniel Reinders is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he was involved in the food service industry as the owner of Aroma Coffee And Cafe from 2014 to 2020 and currently serves as president of CenterPoint Wealth Planning, an S Corporation he owns that operates his Raymond James branch. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored advice and a variety of implementation pathways.
Alyssa B
Series 66
Huron, SD
Raymond James Financial
Alyssa Ball is a financial advisor with Raymond James Financial in Huron, South Dakota, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Kirpatrick's, and US Bank. Outside of her advisory work, she is involved with Ryans Hangar Restaurant. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through comprehensive risk profiling and firm research.
Ryan K
Series 63, Series 65
Huron, SD
LPL Financial
Ryan Krome is a financial advisor with LPL Financial in Aberdeen, SD, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at American Bank & Trust, Purshe Kaplan Sterling Investments, and VisionPoint Advisory Group. He is also active as a non-variable insurance agent with Graber & Associates. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Sherman G
CFP®, Series 63, Series 66
Huron, SD
Wells Fargo Advisors
Steven G
CFP®, Series 63, Series 66
Huron, SD
Wells Fargo Advisors
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Advisors near 57350
Out of 400,000+ nationwide