NewEdge Advisors Dakota Partners
Experienced Advice. Personalized Service.
NewEdge Advisors Dakota Partners brings together a group of experienced financial professionals who have collectively served South Dakota and the surrounding areas for several decades.
Services
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. We pride ourselves on providing advice that is specific to each client’s individual needs. No cookie-cutter approaches here. We know that our clients’ unique goals and circumstances deserve customized, personal service.
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Risk Management
Business Owner Services
Service is Our Priority
Our mission is to apply the experience and knowledge we have acquired over nearly four decades to offer clients a superior financial advisory experience. We are committed to maintaining the highest standards of integrity and professionalism in our relationships with our clients. We work to know and understand each client’s financial situation and provide quality information, services, and products to help them pursue their goals while seeking to provide an unmatched level of customer service.
Our Team
Our team provides financial guidance, consulting, and planning for a wide variety of individuals and their families. With a deep history of servicing the communities that we call home, we have guided clients, many of whom are friends and neighbors, through virtually every market condition and economic scenario. We are a hands-on team that takes pride in the quality of our customer service. Learn more about how we can help with your financial needs.
Bob Gray
Brad Reinke
Kris Pearson
Scott Neu, AIF®
Jared Fodness, CPA
Jessica Lewis
Nicole Neal
Katie Caven
Business Support
Ryan Geschke, MBA
Managing Director, Investments & Trading
Erin Corbett
Managing Director, Operations
Will Brand, CRCP®
Chief Compliance Officer
Lauren Lehman, CFA, CFP®
Director of Portfolio Management
Jenny Kurz
Director of Marketing
Zach Clemons
Manager, Advisor Advocate
A Commitment to Excellence
As a division of NewEdge Advisors, we are supported by vast resources to deliver comprehensive, high-touch service and solutions to clients. We go above and beyond to serve our clients and share an unwavering commitment to four fundamental pillars of service.
Fiduciary Commitment
We put our clients first, always.
Planning-Centric Approach
We focus on holistic wealth management for comprehensive financial success.
Strategic Client Engagement
We offer targeted expertise aligned with the unique needs of clients.
Collaborative Excellence
We leverage strong, dedicated support teams to deliver superior service.
Latest News & Events
NewEdge Capital Group Rises to No. 8 on Forbes 2025 Top RIAs List
NewEdge Capital Group announced it was ranked as the nation’s No. 8 firm on Forbes’ 2025 Top RIAs list.
NewEdge Capital Group Leaders and Firms Named Finalists in Several WealthManagement.com Industry Awards Categories
NewEdge Capital Group announced today that its leaders and firms have been named finalists in four categories of WealthManagement.com’s industry awards.
NewEdge Capital Group Firm and Leadership Receive WealthManagement.com Awards for Excellence
NewEdge Capital Group announced that the firm and leadership have been recognized for excellence at the annual Wealthies Awards.
Get in Touch
Don’t hesitate to get in touch with us. We would love the opportunity to become your valued advisor.
Contact
(O) 605.224.5959
Contact
(O) 605.725.2099