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AL

Aidynn J. Lenards

BIG SIOUX WEALTH MANAGEMENT
Watertown, SD 57201
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CRD#: 8028708
AL

Professional summary


Aidynn Jae Lenards is a registered financial advisor currently at BIG SIOUX WEALTH MANAGEMENT located in Watertown, South Dakota.

Aidynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Aidynn has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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) Cattail Crossing Golf Course (City of Watertown); Not investment-related; Address: 351 S Lake Dr, Watertown, SD 57201; Nature of other business: Golf Course; Position: Part-Time Cook/Server/Customer Service; Start date: 04/2020; Approx. hours per month: 0-10,; Duties: I previously worked here in the summers and agreed to help when needed, which is very occasional.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Aidynn Jae Lenards's CRS (Customer Relationship Summary).
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®
None

Experience


Current

August 4, 2025 - Present

BIG SIOUX WEALTH MANAGEMENT

Office #1: 1401 4th St Ne, Watertown, SD 57201
RIA
CRD#: 299593
Watertown, SD

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BS
BIG SIOUX WEALTH MANAGEMENT
BIG SIOUX FINANCIAL, INC. | BIG SIOUX WEALTH MANAGEMENT

CRD#: 299593 / SEC#: 801-118350

RIA
Registered Investment Advisory firm - (3/30/2020 Approved)
Minnesota
Registered Investment Advisory firm - (6/22/2020 Terminated)
South Dakota
Registered Investment Advisory firm - (6/19/2020 Terminated)

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
(8/4/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/18/2025
Uniform Investment Adviser Law Examination

Current Firm


BS
BIG SIOUX WEALTH MANAGEMENT
BIG SIOUX FINANCIAL, INC. | BIG SIOUX WEALTH MANAGEMENT

CRD#: 299593 / SEC#: 801-118350

RIA
Registered Investment Advisory firm - (3/30/2020 Approved)
Minnesota
Registered Investment Advisory firm - (6/22/2020 Terminated)
South Dakota
Registered Investment Advisory firm - (6/19/2020 Terminated)
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Contact information


Main Address
1401 4th St Ne, Watertown, SD 57201
Mailing Address
Po Box 1027, Watertown, SD 57201
Phone number
(605) 882-4280
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A & 2B SEC (2/18/2025)

Regulatory assets under management


Total Number of Accounts2,036
AUM (Assets Under Management)$ 200,749,508

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


BIG SIOUX WEALTH MANAGEMENT

CRD#: 299593Watertown, SD 57201

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