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Advisors / South Dakota / Sioux Falls
9yrs

Dave Devries

Financial advisor at Osaic Wealth

Based in Sioux Falls, South Dakota, Dave Devries is a fiduciary financial advisor with 9 years of industry experience. Dave joined Osaic Wealth in 2024, after six years at Thrivent Investment Management. Dave holds the CFP® designation.

One of 433 advisors with offices in Sioux Falls, and one of 409 fiduciaries.

Sioux Falls, SD 57108CFP®Fiduciary advisor
Call Osaic WealthDirections

At a glance

Experience9 years (since 2018)
How that compares ?9 years in the industry
Office7505 S Louise Ave, Sioux Falls, SD 57108
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now
    Osaic Wealth, Inc.Current firm
  2. 2018 – 2024

Questions to ask Dave

Tailored to Dave’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Dave

How do I contact Dave?

Call Osaic Wealth at (800) 821-5100 and ask for Dave Devries. Dave works from the Sioux Falls, SD office.

How long has Dave been a financial advisor?

Dave has been in the industry since 2018, about 9 years. 9 years in the industry.

What licenses does Dave hold?

Series 66. Tap any license on this page to see what it allows.

Is Dave a fiduciary?

Dave is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Dave paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dave for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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