A complete list of active advisors currently associated with Big Sioux Wealth Management

Warmer can help you find a great advisor at Big Sioux Wealth Management or one who fits your needs even better.

Big Sioux Wealth Management provides discretionary and non‑discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm delivers ongoing portfolio monitoring, suitability assessments, and tailored investment strategies based on clients’ goals, time horizons, and risk tolerance. Big Sioux combines adviser-led relationship management with a turnkey asset management platform operated by GeoWealth, where GeoWealth provides portfolio management support, trading, reporting, and back‑office services while Big Sioux retains primary advisory responsibility. Clients may grant discretionary trading authority or choose non‑discretionary engagements, and accounts and model portfolios are reviewed on a periodic basis with documentation of client objectives and restrictions. Distinctive elements include the firm’s ownership connection to Reliabank Dakota, an uncommon banking affiliation for firms of this size, and disclosures that certain personnel also engage in broker‑dealer and insurance activities. The brochure also highlights a relatively large client roster given its five advisors and the firm’s practice of offering public, fee‑free educational seminars, and it discloses the GeoWealth platform’s BlackRock relationship as a potential platform incentive that the firm manages through disclosures and procedures.

To learn more about the advisors currently working at Big Sioux Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.