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Advisors in Aberdeen, South Dakota
54 Results
Unclaimed

U.s. Bancorp Investments, Inc.

location

Aberdeen, SD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Buchholz is an investment advisor representative associated with U.S. Bancorp Investments, Inc.. Aaron has been in the securities industry since December 1999. Aaron has passed the Series 6, Series 7, Series 63 and Series 65 exams. Aaron is currently registered in 16 states and the District of Columbia. Aaron is also a fitness instructor and author.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

ABERDEEN, SD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Adam Leach is a financial advisor at LPL Financial LLC. Adam has been in the financial services industry since January 12, 2022. Adam holds the Series 66, Series 7TO and SIE licenses. Adam is registered with FINRA and the states of Arizona, Arkansas, California, Colorado, Idaho, Iowa, Kansas, Louisiana, Minnesota, Missouri, Montana, Nebraska, New Mexico, North Carolina, North Dakota, South Dakota, Texas, Washington, and Wyoming. Adam specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, investment clubs, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Willkate Wealth Management, LLC | CFP ® (Certifications)

location

ABERDEEN, SD

0 Disclosures

ADVISOR BIO

Agatha Johnson has been working in the financial services industry since 1995. She is a Certified Financial Plannerâ„¢ professional. Agatha is currently registered with Willkate Wealth Management, LLC. Previously, she has worked at Securities America, Inc., CAP PRO Brokerage Services, Inc. and Wells Fargo Brokerage Services, L.L.C. Agatha offers a variety of financial planning and portfolio management services to individual clients. Agatha also has experience in business transition consulting.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Schwan Financial Advisors, LLC

location

ABERDEEN, SD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Decker is a financial advisor who has been active in the industry since July 2022. She is registered in North Dakota and South Dakota, with a Series 65 and 63 license. Amanda Decker is currently employed with Schwan Financial Advisors, LLC and has previous experience with New York Life Insurance Company, Aflac Insurance Company, Rezatto And Associates, Amanda's Therapeutic Massage, Relaxing Touch, NYLife Securities LLC, and Kovack Securities, Inc.. Amanda Decker specializes in providing financial planning and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Unclaimed

Kovack Advisors, Inc.

location

Aberdeen, SD

0 Disclosures

ADVISOR BIO

Andrew James Rohrbach is an investment advisor representative with Kovack Advisors, Inc. Andrew is registered with the state of South Dakota as an investment advisor representative. Andrew holds the Series 65 license. Andrew has worked in the financial industry since 2013. Kovack Advisors, Inc. has offices in Fort Lauderdale, Florida and Aberdeen, South Dakota. The firm offers a variety of investment services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kovack Advisors, Inc. has approximately 1602 clients, including individuals, corporations, banking and thrift institutions, pension and profit-sharing plans, and state or municipal government entities. The firm manages over $4.2 billion in assets.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

ABERDEEN, SD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Angelene Aadland is a financial advisor registered with LPL Financial LLC in Aberdeen, SD. Angelene has been working in the financial services industry for over 10 years and has a Series 7, Series 66 and SIE licenses. Angelene has previous experience with Investment Centers of America, Inc. and is currently registered with LPL Financial LLC in South Dakota, Kansas, Minnesota, Montana, North Dakota, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC

location

Aberdeen, SD

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Charles Edward Jakober has been a registered representative in the securities industry since February 10, 1985. Charles Edward Jakober is currently registered with Ameriprise Financial Services, LLC in Aberdeen, South Dakota. Charles Edward Jakober has been with Ameriprise Financial Services, LLC since March 2020, previously working with Ameriprise Financial Services, Inc. Charles Edward Jakober has held previous positions with IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC. Charles Edward Jakober specializes in portfolio management for individuals and businesses, as well as asset allocation, financial planning and educational seminars. Charles Edward Jakober also provides pension consulting services. Charles Edward Jakober is also registered as an Investment Advisor Representative in South Dakota.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

ABERDEEN, SD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Christine Carol Wheeting is a financial advisor with over 20 years of experience in the financial services industry. Christine is currently registered with LPL Financial LLC, located in Aberdeen, SD. Christine has experience in providing financial advice, including investment advice and financial planning. She has a Series 6 and a Series 63 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

ABERDEEN, SD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Cole Kukowski is a registered representative with Edward Jones. Cole has been in the securities industry since March 13, 2017. Cole has passed the Series 66, Series 7, and SIE exams. Cole is currently registered with the state of South Dakota and Texas. Cole has a specialization in providing financial planning, pension consulting, and selection of other advisors. Cole has experience with high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

ABERDEEN, SD

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Dale Allen Nelsen is a financial advisor with over 35 years of experience in the industry. Dale is currently registered with LPL Financial LLC and provides financial planning and investment advice. Dale is a licensed agent in South Dakota and Texas, and has a Series 6, 7, 63 and 66 securities licenses. Dale has previously worked for Raymond James Financial Services, Inc. and Cetera Investment Services LLC. Dale is committed to providing personalized financial guidance to help clients achieve their goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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