Big Sioux Wealth Management

Retirement Plan Advisor

Watertown, SD

About Big Sioux Wealth Management

<p>From Watertown up to Sioux Falls, Big Sioux Wealth Management works with individuals and business owners across eastern South Dakota. The firm is a locally owned, independent registered investment advisor (RIA) with a six-person team and offices in Watertown (HQ) and Sioux Falls.</p> <p>The practice works with a wide mix of clients, including small business owners, health care professionals, employees, families, retirees, people with sudden wealth, and both HNW and non-HNW individuals. As a fiduciary RIA, the firm puts client interests first and keeps recommendations objective and straightforward.</p> <p>Big Sioux Wealth Management provides financial planning, portfolio management, and pension consulting, including 3(21) fiduciary services for retirement plans. Fees may be billed as a percentage of assets under management, hourly rates, or flat fees, depending on the engagement.</p> <p>What sets the firm apart is its neighborhood-style, relationship-driven approach—clients work directly with a local team rather than being treated like an account number.</p> <ul> <li>Independent RIA and fiduciary advisor</li> <li>3(21) retirement plan fiduciary support</li> <li>Financial planning</li> <li>Portfolio management</li> <li>Pension consulting</li> </ul>

Website: https://bigsiouxwealth.com/

Employees: 6

Office Locations

  • Watertown, SD (Headquarters)
  • Sioux Falls, SD

Services Offered

  • 3(21) Investment Advisor

Team Members

  • Dustin Padgett, Division President, Wealth Manager
  • McKay Parr, Wealth Advisor
  • Tommy Mattingly, Associate Wealth Advisor
  • Connie Streff, Associate Wealth Advisor, CCO

Other Retirement Plan Advisors in SD