CRD: 330985
Skinner Financial Services
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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-2024
- Office Locations
- 1
Office Locations
About Skinner Financial Services
Skinner Financial Services is a South Dakota-registered RIA led by Jeff Skinner, CFP®, AEP®, an independent advisor focused on holistic financial planning for retirement-focused households, with specialization in retirement income and estate planning. Advisory services are offered through Dakota Region Advisors LLC (d/b/a Skinner Financial Services), with insurance services also available. Portfolios are primarily implemented using ETFs.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFERY ALAN SKINNER
Chief Compliance Officer, President, Regional Sales Director
- CRD
- #4138951
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,902,859 | -- |
| Total | $4,902,859 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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