Oak Wealth Advisors Bryce Andersen Biography Photo

Biography of Bryce Andersen


To help families with loved ones with disabilities successfully navigate transitions at every age and stage of life by focusing on their health, wealth, time, and resources and help them improve their quality of life by aligning their resources with their life so they get more from both.


Born and raised in South Dakota, living in Sioux Falls

Married, raising a son and a Golden Doodle. Youngest of three brothers to a sister who was brought home as an abandoned baby from a hospital. She had a traumatic brain injury and her lifetime of care inspires my work.

Bachelor Degree in English with a minor in history from Augustana University

Professional Credentials:

  • Chartered Special Needs Consultant
  • CFP®
  • ChFC®


An award winning career in a variety of planning, investing and training positions at large investment firms

The opportunity to use my knowledge and experience in a fiduciary capacity for the benefit of families with loved ones with special needs


Presented at National Conferences to the following professional organization: Merrill Lynch Leadership Council Panel

Presented at Universities: Dakota State University – presented “Special Needs Family Dynamics” to special education faculty

Presented to the following local non-profit groups: Junior Achievement of South Dakota – a variety of money management topics; Financial Peace workshops to a numer of church groups


Volunteer for Junior Achievement of South Dakota — helping inspire and prepare young people for success

Special Olympics coach for track and field and bowling in addition to serving as an adaptive ski instructor

Vertical Enthusiast! Accomplished rock climber and mountaineer who loves being in the mountains

Hockey player and youth hockey coach


Only financial planner member of the Academy of Special Needs Planners in South Dakota

Former Chair of the Board of my church

Leader of a new advisor training academy