Big Sioux Wealth Management

Big Sioux Wealth Management provides discretionary and non‑discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm also offers ERISA plan support as a limited‑scope 3(21) fiduciary and conducts educational seminars and workshops for plan participants and the public.

Investment programs are tailored to each client’s goals, time horizon and risk tolerance and rely on a mix of fundamental and technical analysis with periodic account reviews at least quarterly. To accommodate smaller or employer‑plan accounts, the firm makes an American Funds Service Company mutual‑fund platform available in addition to its ongoing asset management and hourly financial planning engagements, and it generally bills on a percentage‑of‑AUM basis while maintaining no formal account minimum.

The firm is notable among peers for its corporate affiliations and business mix: it is affiliated with a banking institution and maintains an insurance business DBA, and its advisory personnel also have broker‑dealer and insurance registrations — relationships the brochure discloses and addresses through policies and fiduciary commitments. With roughly 1,100 clients served by three advisors (well over 200 clients per advisor) and about $200.7 million in assets under management, Big Sioux operates with a substantially higher client‑to‑advisor ratio than most supported firms, indicating a more scaled servicing model.