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).
Total Assets Under Management5MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$454,545
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IA, NE, SD
Kelly Joneson (CRD# 1156756) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Pierre, SD and has over 32 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.