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Jerrad D. Aman

WILLKATE WEALTH MANAGEMENT
ABERDEEN, SD 57401
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CRD#: 8221506
JA
Jerrad Duwayne AmanWILLKATE WEALTH MANAGEMENT

Professional summary


Jerrad Duwayne Aman is a registered financial advisor currently at WILLKATE WEALTH MANAGEMENT, LLC located in Aberdeen, South Dakota.

Jerrad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jerrad has worked at 1 firm .

At a Glance


Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jerrad Duwayne Aman'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®
None

Experience


Current

July 6, 2026 - Present

WILLKATE WEALTH MANAGEMENT, LLC

Office #1: 405 8th Ave Nw Suite 302, Aberdeen, SD 57401
RIA
CRD#: 167109
ABERDEEN, SD

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
(7/6/2026)

Exams


Current Firm


WILLKATE WEALTH MANAGEMENT, LLC
WILLKATE WEALTH MANAGEMENT, LLC
PROSPERITY WEALTH MANAGEMENT, LLC | WILLKATE WEALTH MANAGEMENT, LLC

CRD#: 167109 / SEC#:

South Dakota
Registered Investment Advisory firm - (3/27/2013 Approved)
Texas
Registered Investment Advisory firm - (5/14/2025 Conditional Restricted)
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Contact information


Main Address
405 8th Ave Nw Suite 302, Aberdeen, SD 57401
Mailing Address
Phone number
(605) 262-0308
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts152
AUM (Assets Under Management)$ 43,540,000

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


WILLKATE WEALTH MANAGEMENT, LLC

WILLKATE WEALTH MANAGEMENT, LLC

CRD#: 167109Aberdeen, SD 57401

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