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Connie Jo Streff

Big Sioux Wealth Management

Watertown, SD

CRD 5361639

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Employer firm

Big Sioux Wealth Management CRD 299593

$235M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Big Sioux Wealth Management

1401 4Th St Ne, Watertown, SD 57201 • United States

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2025-07-24
  • SD RA
    APPROVED
    Since 2025-07-24

Branch Locations

1401 4Th St Ne, Watertown, SD 57201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peschl & Associates, Inc. Watertown SD 10/2023 01/2025
State Of South Dakota Division Of Insurance And Securities Watertown SD 01/2011 10/2023
Big Sioux Financial, Inc. Dba Big Sioux Wealth Management Watertown SD 08/2025 Present
Unemployed Watertown SD 01/2025 06/2025
Big Sioux Financial, Inc. Dba Big Sioux Wealth Management Watertown SD 07/2025 Present
  • 10/2023 → 01/2025
    Peschl & Associates, Inc.
    Watertown, SD
  • 01/2011 → 10/2023
    State Of South Dakota Division Of Insurance And Securities
    Watertown, SD
  • 08/2025 → Present
    Big Sioux Financial, Inc. Dba Big Sioux Wealth Management
    Watertown, SD
  • 01/2025 → 06/2025
    Unemployed
    Watertown, SD
  • 07/2025 → Present
    Big Sioux Financial, Inc. Dba Big Sioux Wealth Management
    Watertown, SD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-02
S66 Uniform Combined State Law Examination 2007-08-03
  • S65 Uniform Investment Adviser Law Examination
    2024-03-02
  • S66 Uniform Combined State Law Examination
    2007-08-03
Other Names
  • Connie Jo Moyer

View on SEC IAPD

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