Optimum Wealth Management, LLC

Optimum Wealth Management, LLC (CRD# 282421) is a financial advisory firm headquartered in Pierre, SD. They manage $5,000,000 in 11 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $454,545
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 J. Joneson
CRD#: 1156756
Pierre, SD
64
Wealthminder
score

Kelly Joneson (CRD# 1156756) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Pierre, SD and has over 33 years of experience in the finance industry. Kelly Joneson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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