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Best Financial Advisors in Sioux Falls

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Sioux Falls, SD
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Sioux Falls, SD

Why choose this provider?

Need help contacting a Financial Advisor in Sioux Falls? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
4300 South Louise Avenue, Sioux Falls, SD 57106
  • Certified Financial Planner (CFP)

Why choose this provider?

Compass Financial Group is a locally owned family business operating in Sioux Falls. It offers personalized financial planning and investment plans through different accounts, including retirement, college savings, corporate, individual or joint, and charitable trusts. Its team educates clients about knowing their financial situations to help them maximize their opportunities. Estate planning and insurance services are also available. Compass Financial Group president John Haller has been working in the investment industry for more than 20 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2401 West Trevi Place, Sioux Falls, SD 57108
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Stifel is a wealth management firm serving individuals, families, and businesses in Sioux Falls and the surrounding areas. Based in St. Louis, the firm provides a wide range of services, including tailored asset management and wealth planning, estate planning, and trust planning services. It also assists clients in preserving and transferring their wealth to their children. Stifel has been serving clients since 1890. It also offers investment banking, securities brokerage, and trading through its wholly owned subsidiaries.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
4301 West 57th Street, Sioux Falls, SD 57108
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

David Cutshall is a financial advisor who is committed to utilizing various resources in reaching the financial goals of clients based in Sioux Falls. He has been delivering financial services for individuals and families for almost three decades. He specializes in preparing clients financially for their retirement years. In addition, Cutshall is available to help clients in college, estate, and lifetime income planning. Moreover, the advisor provides insurance solutions, including disability income insurance, long-term care plans, life insurance, and equity index annuities.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
612 East Tan Tara Circle, Sioux Falls, SD 57108
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Pinnacle Wealth is a financial advisory and wealth management firm that has been serving Sioux Falls since 1987. It designs, develops, and implements financial plans for individuals and businesses of various net worths. It monitors and evaluates investment portfolios and assesses risks, expenses, and cash flow. Additionally, it helps clients acquire various insurance products such as life, disability, and long-term insurance. The company has been featured in Forbes Magazine and Investment News Icons and Innovators. Founder and CEO Kevin Engbers is a Certified Financial Planner.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2401 West Trevi Place, Sioux Falls, SD 57108
  • Certified Financial Planner (CFP)

Why choose this provider?

Legacy Wealth Group is a financial advisory firm serving clients in the Sioux Falls area and surrounding communities. It helps individuals manage their wealth through services like retirement planning, estate planning, risk management, and taxation. In addition, the firm assists business owners in succession planning, insurance planning, and investment strategies. It also offers fiduciary management and participant services. One of Legacy Wealth Group's partners, Fred Ymker, has been helping clients pass their wealth from one generation to another since 1994.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
5709 South Remington Place, Sioux Falls, SD 57108
  • Certified Financial Planner (CFP)

Why choose this provider?

Established in 2008, Gabe Nelson Financial, Inc., is a wealth advisory firm that serves Sioux Falls and nearby areas. It caters to a wide range of clients, including consultants, freelancers, independent contractors, and self-employed professionals. The firm assists with budget and cash flow management, estate planning, major purchases, retirement plans, and risk management navigation. Gabe Nelson, the owner, has more than 25 years of experience in the financial services industry. He earned his Certified Financial Planner designation in 2006.

Website
4910 South Isabel Place, Sioux Falls, SD 57108
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Armor Wealth Management is a financial advisory firm that caters to clients in the Sioux Falls metro and the surrounding communities. It offers a wide array of services, such as business, estate, investment, and retirement planning. In addition, it assists with education funding and risk management. Ron Staebell, one of the financial advisors, has been working in the industry since 1969. He is a Chartered Financial Consultant who is a member of the National Association of Insurance and Financial Advisors– Sioux Falls.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5024 South Bur Oak Place, Sioux Falls, SD 57108
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Professional Financial Services, Inc. offers financial planning solutions to individuals in the Sioux Falls area. It creates an analysis of each client's current financial situation before offering suggestions and strategies to reach their targets. Its financial wealth planning services could include business planning, financing strategies, risk management, and retirement planning for individuals and businesses. Kameron Carlson, the owner of Professional Financial Services, is a Certified Financial Planner and has been an independent insurance broker since 1992.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
7408 S. Bitterroot Place, Sioux Falls, SD 57108
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Cornerstone Financial Solutions, Inc., offers financial guidance to families, retirees, and women investors in the Sioux Falls area. The company provides planning assistance for finance, retirement, and taxation. Founder and president Gordon Wollman is a Certified Financial Planner who has been in the financial industry for over 25 years. He has received the Best-In-State Wealth Advisors Award in 2021 by Forbes. Moreover, Cornerstone Financial Solutions supports local organizations, including Tee It Up for the Troops and Call To Freedom.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6909 South Lyncrest Place, Sioux Falls, SD 57108
  • Retirement Planning

Why choose this provider?

Van Horn Financial Services is a firm that helps individuals and business owners manage their money through its range of financial management-related services. Serving Sioux Falls, the company offers insurance strategy, estate planning, and wealth planning. Additionally, the firm handles business planning, which involves employee benefits design and implementation, succession planning, employee retention strategy, and personal planning. Van Horn Financial Services' president, Graham Van Horn, has obtained the Retirement Income Certified Professional designation. Financial advisor Douglas Callies has been in the industry since 1990.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can celebrities in Sioux Falls safeguard their financial-related matters?

    Even if celebrities in Sioux Falls are always in the spotlight, they want their financial affairs and private businesses secret from the public. To protect their financial-related matters, celebrities must set clear rules for family members, including spouses or partners, siblings, children, and parents, about the things that cannot be shared with the public. They can also set up a legal entity or use a PO box or trusted third party for packages and use secure electronic delivery of financial documents.

  • How can you pay off student loans in Sioux Falls?

    If you are feeling anxious about your student loans in Sioux Falls, there are several ways how you can resolve your debts. You should know how much debt you have. Identify if you have private or federal loans. You also need to understand your repayment options. Determine in you have a graduated, standard, income-driven, income-sensitive, or extended repayment plan. Additionally, you must see if you qualify for a one-time federal student loan debt relief plan, public service loan forgiveness, or teacher loan forgiveness program.

  • What types of disability insurance can individuals acquire in Sioux Falls?

    Individuals in Sioux Falls can choose from two major types of disability insurance. First is the own occupation disability insurance. This type covers a disabled individual's ability to work in their own occupation but may also allow them to work in another position. Second is the loss of earnings disability insurance, which pays out the percentage of income lost as a result of disability.

  • When should young adults in Sioux Falls start investing for retirement?

    Young adults in Sioux Falls are encouraged to invest for retirement as soon as possible. They should start investing for two main reasons — tax management and the power of compound returns. Tax management allows individuals to pay lower taxes. Their Roth contributions to both IRAs and workplace accounts have no immediate tax benefits, but their earnings grow on a tax-deferred basis and qualified ­distributions are tax-free. On the other hand, the power of compound returns allows individuals to obtain more money from their reinvested accounts.

  • How does Safe Harbor 401(k)s work in Sioux Falls?

    Safe Harbor 401(k) is used by business owners in Sioux Falls to contribute to their employees' retirement plans. If you are a business owner, you can maximize your contribution to your own account but should provide a match percentage of compensation from employees. Your contributions can be pre-tax or after-tax. You must also remember that this should be paid on or before the 15th business day following the month you were withheld.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.