Optimum Wealth Management, LLC

Optimum Wealth Management, LLC (CRD# 282421) is a financial advisory firm headquartered in Pierre, SD. They manage $10,833,902 in 54 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
P.o. Box 847, Pierre, SD 57501
http://www.optimumfg.com/
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $200,628
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, NE, SD

Financial Advisors at Optimum Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kelly Joneson, financial advisor Pierre SD
Kelly J. Joneson
CRD#: 1156756
Pierre, SD

Kelly Joneson (CRD# 1156756) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Pierre, SD and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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