Kelly Joneson
Optimum Wealth Management · Pierre, South Dakota
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.
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Facts
| Firm | Optimum Wealth Management |
|---|---|
| Based in | Pierre, South Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $18.2M across 66 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in IA, NE, SD · CRD 1156756 |
| Exams passed | Series 63 (1985) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.optimumfg.com |
How Kelly's firm compares
- Optimum Wealth Management's average account is about $276,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Kelly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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