Jeffery Skinner is a CFP-designated registered investment advisor at Skinner Financial Services, based in Sioux Falls, SD, with 24 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 47 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee applies to both general portfolio management through third-party advisors and fee-based annuities.
Fee Estimator
Location
224 N Phillips Ave, Suite 213, Sioux Falls, SD, 57104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Skinner Financial Services
Previous Registrations
Spc
Parkland Securities, LLCBroker
Pruco Securities CorporationBroker
State Registrations1 state
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