As a fee-based advisory firm, we do not sell annuities, insurance products, or other commissioned investments. This allows us to provide objective advice focused solely on our client's best interests.
Every client relationship begins with a comprehensive review of their financial situation, including investments, risk tolerance, retirement readiness, and tax considerations. Based on this analysis, we develop personalized recommendations designed to align with each client's goals and circumstances.
Our commitment extends beyond the initial plan through ongoing portfolio management, proactive monitoring, and regular reviews. By combining disciplined investment management with comprehensive financial planning and tax-aware strategies, we strive to provide clarity, confidence, and peace of mind at every stage of life.
Our Team
Lloyd has a wealth of experience and knowledge in the financial services industry. Lloyd enjoys hunting, fishing, and spending time with his grandkids.
Raised on a family farm in north-central South Dakota, Trevor learned the value of hard work, discipline, and perseverance from an early age. Through tending livestock, long hours in the fields, and completing daily chores, he developed a strong work ethic that continues to guide him today. Trevor later competed as a collegiate athlete in the Big Ten Conference, where he further honed the dedication, resilience, and competitive drive that have become hallmarks of his professional approach.
After graduating, Trevor spent four years as an investment analyst for a Fortune 500 company, gaining valuable experience in investment research, portfolio analysis, and risk management. He ultimately found his passion at Wealth Plus of the Dakotas, where he combines his analytical background with a passion to help others. Trevor finds great fulfillment in building meaningful relationships with clients and helping individuals and families pursue their financial goals with confidence and clarity.
2016
2-4 Employees
South Dakota and North Dakota
9
Individual Investors, Businesses, Non-Profit Organizations
Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Risk Management
Bonds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs)
Yes
Email, Your Office, Phone, Video Conference, Our Office
Fee-Based
$25,000
Based on Assets
0.95% for the first $100,000;
0.75% over $100,000;
0.55% over $250,000;
0.35% over $500,000;
0.25% over $1 million
150
50
$50,000,000
Additional Detailed Disclosures
