# Kelly Joneson

> Kelly Joneson is a fee-only financial advisor at Optimum Wealth Management in Pierre, South Dakota, who holds the CFP and ChFC credentials. Optimum Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kelly-joneson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Optimum Wealth Management
- **Based in:** Pierre, South Dakota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $18.2M across 66 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 1156756 (https://adviserinfo.sec.gov/individual/summary/1156756)
- **SEC registration:** Investment adviser representative in IA, NE, SD
- **Exams passed:** Series 63 (1985), Series 65 (1997)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.optimumfg.com/

## Frequently asked questions

### Is Kelly Joneson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Optimum Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kelly charge for financial advice?

Kelly's firm, Optimum Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Kelly Joneson based?

Kelly Joneson is based in Pierre, South Dakota.

### What credentials does Kelly Joneson hold?

Kelly Joneson holds the CFP and ChFC credentials.

### Is Kelly Joneson registered with the SEC?

Yes. Kelly Joneson is registered as an investment adviser representative in IA, NE and SD (CRD 1156756), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Optimum Wealth Management manage?

Optimum Wealth Management reports $18.2M across 66 accounts in assets under management.

### How do I contact Kelly Joneson?

Through Kelly's website, www.optimumfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1156756): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.