Jeffery A. Skinner

SKINNER FINANCIAL SERVICES

SIOUX FALLS, SD 57104

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CRD#: 4138951

Professional summary

Jeffery Alan Skinner, CFP® is a registered financial advisor currently at SKINNER FINANCIAL SERVICES located in Sioux Falls, South Dakota.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffery has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. SKINNER FINANCIAL SERVICES: FINANCIAL ADVISOR; SALE OF FIXED LIFE & ANNUITIES, LTC AND DISABILTY INCOME INSURANCE THROUGH VARIOUS COMPANIES. 2. REGIONAL SALES DIRECTOR FOR MIDLAND NATIONAL LIFE 3. SKINNER PROPERTY MANAGEMENT, LLC 4. Children's Home Society (CHS) Foundation, Sioux Falls, SD. Board member & Investment Committee member. Non-profit organization with programs geared to welfare of children ages 4-14. Start date: 10/12/15. Currently serving second 3 year term, approx. 1-2 hrs/mo. Not investment related. 5. South Dakota State University Foundation Council of Trustees, Brookings, SD. Helps with the direction for the Foundation's strategy. Start date: 11/1/20, approx. 1 hr/mo for 3 year term. Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Alan Skinner's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

May 30, 2024 - Present

SKINNER FINANCIAL SERVICES

Office #1: 224 N Phillips Ave, Suite 213, Sioux Falls, SD 57104

RIA

CRD#: 330985

SIOUX FALLS, SD

Past

April 17, 2002 - December 31, 2022

SPC

RIA

CRD#: 110692

SIOUX FALLS, SD

Past

April 8, 2002 - December 31, 2022

PARKLAND SECURITIES, LLC

CRD#: 115368

SIOUX FALLS, SD

Past

March 1, 2000 - November 30, 2001

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Dakota
(5/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/4/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/3/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/29/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SKINNER FINANCIAL SERVICES

DAKOTA REGION ADVISORS, LLC | SKINNER FINANCIAL SERVICES

CRD#: 330985 / SEC#:

South Dakota

Registered Investment Advisory firm - (4/9/2024 Approved)

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Contact information

Main Address

224 N Phillips Ave, Suite 213, Sioux Falls, SD 57104

Mailing Address

Phone number

(605) 331-4567

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 2,259,381

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffery A. Skinner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Alan Skinner's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKINNER FINANCIAL SERVICES

SPC

PARKLAND SECURITIES, LLC

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/4/2001

Series 63

Date: 3/3/2000

SIE

Date: 10/1/2018

Series 7

Date: 8/7/2001

Series 6

Date: 2/29/2000

Current Firm

SKINNER FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SKINNER FINANCIAL SERVICES

TRUST BUT VERIFY

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