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Mckay William Parr

Big Sioux Wealth Management

Watertown, SD

CRD 6598316

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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
TX RA APPROVED 2020-09-25
SD RA APPROVED 2019-08-08
  • TX RA
    APPROVED
    Since 2020-09-25
  • SD RA
    APPROVED
    Since 2019-08-08

Branch Locations

1404 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
Charles Schwab & Co., Inc. Phoenix AZ 01/2016 06/2017
Raymond James Financial Services, Inc. Watertown SD 08/2017 08/2019
Reliabank Dakota Watertown SD 08/2017 08/2019
Unemployed Phoenix AZ 06/2017 08/2017
Raymond James Financial Services Advisors Inc. Watertown SD 03/2018 08/2019
Big Sioux Financial, Inc. Dba Big Sioux Wealth Management Watertown SD 08/2019 Present
  • 01/2016 → 06/2017
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 08/2017 → 08/2019
    Raymond James Financial Services, Inc.
    Watertown, SD
  • 08/2017 → 08/2019
    Reliabank Dakota
    Watertown, SD
  • 06/2017 → 08/2017
    Unemployed
    Phoenix, AZ
  • 03/2018 → 08/2019
    Watertown, SD
  • 08/2019 → Present
    Big Sioux Financial, Inc. Dba Big Sioux Wealth Management
    Watertown, SD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-21
S63 Uniform Securities Agent State Law Examination 2016-06-17
  • S66 Uniform Combined State Law Examination
    2017-08-21
  • S63 Uniform Securities Agent State Law Examination
    2016-06-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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