Your Bold, Independent Sioux Falls Financial Professional

Chuck Jones is a combat veteran and former Army Ranger who is committed to leading you on a quest for “UNCONVENTIONAL” wealth accumulation, 1-on-1 coaching, practical education and hands-on management.

Meet Chuck

Take the Myth Out of Investing With Personalized and Professional Financial Advice

Navigating the financial landscape can often feel like you're trying to track down Sasquatch — elusive and somewhat mythical. That's where a registered representative comes in, but not just any professional. Chuck Jones brings a battle-tested approach that’s bold, independent and grounded in the practical essentials needed to fully equip you to succeed in your quest for a secure financial future.

Seeing is believing, and Chuck is a guide for the comprehensive financial planning needs of clients across Sioux Falls and the surrounding communities.

Separating Financial Myths From the Elusive Reality

We've all heard wild tales about the markets, from the next big stock to strategies promising sky-high returns. Here's the thing: not all that glitters is gold. As a financial professional, I focus on laying out the facts and charting the right path for you. Investment strategies aren't one-size-fits-all. What someone else raved about at a dinner party might not be the right choice for you. I'm here to help separate fact from fiction and align your financial strategies with reality.

Strategic Military-Style Financial Planning

Like an Army Ranger methodically planning a mission, I approach financial planning with precision and adaptability. I've got an arsenal of tools at my disposal to create a plan that's as tactical as it is prudent. Whether it's constructing a robust investment strategy, detecting and avoiding the landmines of investment risks, navigating the complex terrain of retirement planning, or safeguarding your hard-fought victories for future generations, I've got the know-how and weapons to get the job done.

Unconventional Wealth Management

Conventional can be stuffy, boring and not always in your best interests. Let's talk about tailored financial strategies that match your unique DNA, not the generic stuff you hear on TV. Good financial advice is hard to find, I'm committed to making your wealth management goals a reality so you can leave a lasting legacy — and a Bigfoot-print in the areas that matter most to you.

Core Services and Financial Footprints

There’s a lot that goes into every client’s financial footprint, from today’s tax implications to tomorrow’s insurance risks, the investment roadmap to get you to retirement at the end of your career, and estate planning for the end of life. You want a wealth management professional who knows where you’ve been, where you’re going, and most importantly, how to get there.

Investment Planning

I help you gauge your risk tolerance and recommend investment vehicles aimed at meeting your financial goals. Whether it's through targeted mutual funds or diverse investment portfolio management, I craft an investment plan that aligns with both your short-term and long-term objectives.

Retirement Planning

I understand the importance of retirement. I'll advise on how to effectively manage your assets, make the most of Social Security and employer-sponsored retirement plans, and handle rollovers, ensuring a smooth transition from working life to retirement.

Insurance Planning & Risk Management

After reviewing your current policies, I suggest necessary changes and find the best options to fit your needs, including life insurance and annuities. This ensures you're well-prepared for life's uncertainties.

Estate Planning

Together, we'll discuss estate planning strategies to make sure your wishes are honored. I provide guidance on how to insure your assets and ensure they are transferred according to your plans.

Income Tax Planning

I can help align your financial strategy with efficient tax planning techniques focused on managing taxes.

Account Consolidation & Cashflow Management

As your financial professional, I’ll assist in simplifying your finances by consolidating accounts and managing cash flow. I aim to streamline your financial landscape, making it easier for you to stay on top of your wealth.

Through every step, my mission is to offer personalized service that adheres to the high standards of the financial services industry while reflecting your individual values and vision for the future. I'm committed to maintaining an independent approach, ensuring that the advice you receive is both educated and impartial, geared towards optimizing your financial performance.