3 Best Financial Services in Sioux Falls, SD

“Compass Financial Group is a locally owned family business and has over 35 years of experience. John Haller is the President of Compass Financial Group and has been in the investment industry for over 20 years. He graduated from Augustana College with a degree in business and has gone on to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant™ (ChFC®), Chartered Retirement Planning Counselor™ (CRPC®), Accredited Wealth Management Advisor™ (AWMA™) certifications, is a Chartered Life Underwriter, has passed the FINRA Series 7 and 66 exams, and is licensed in Life, Health, and Accident Insurance. Compass Financial Group focuses on your entire financial picture, meaning they can handle your investments, insurance needs, and guide you in many other areas.”

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“Jennifer R. Tolk began her career as an Edward Jones financial advisor in 2013, following over 20 years of experience in banking and financial consulting. Holding the prestigious CFP® (Certified Financial Planner) designation, she is committed to helping families and businesses achieve their financial goals by providing personalized financial strategies. She holds a bachelor's degree from Augustana University in Sioux Falls and earned her MBA from Creighton University in Omaha. Additionally, she has obtained the CFP® and AAMS® professional designations to serve her clients better. Jennifer R. Tolk and her team develop strategies tailored to help you achieve your goals. Using their established process and staying within your risk comfort zone, they partner with you throughout your life to keep you on track.”

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“Meadowland Financial Group LLC's team of Financial Advisors can help you create a personalized financial plan and provide guidance on investment strategies, retirement planning, tax optimization, risk management, and other important financial decisions. Matthew W. Grimlie is the Managing Partner of Meadowland Financial Group LLC. His natural competitive nature drove Matt up the ranks in multiple major financial institutions, earning multiple awards, accolades, and ascending titles. He also crossed paths with Pete along the way, where their friendship began. Prior to Meadowland Financial Group LLC, Matt began his career at TD Ameritrade in Omaha and then moved to St. Louis, where as Divisional Guidance Manager, he helped establish and grow Scottrade Investment Management.”

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