Family. Wealth. For Generations.

James P. Willers, CRPS

Senior Vice President–Wealth Management

Market Director

James began his career in the financial services industry in 2009 at AXA Advisors. A graduate of Augustana College, James moved to UBS in 2013. With his energetic drive, he brings a unique insurance background, along with wealth management abilities to the firm. James takes great pride in his personal touch and ability to help clients in many aspects of their financial world.

A native of Sioux Falls, James lives in Sioux Falls with his wife Elizabeth, and their two children, son Benjamin, and daughter Avery. James is a devoted father, and loves every moment he can spend outdoors and traveling with his family.

Away from the office, James has been involved with a group of musicians as a singer/songwriter since the age of 12. He, and his fellow musicians, have traveled around the country bringing their music that has resonated with people of all ages. James, an avid golfer, can also be found competing in many tournaments throughout the summer.

James holds FINRA Series 6,7, 63, and 65.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • MA
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NE
  • NJ
  • NV
  • OH
  • OR
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • Augustana College


  • Chartered Retirement Plans Specialist
  • Wealth Advisor

Financial planning
Retirement planning
Retirement Plan consulting
401(k) plan services
Multi-generational families
Business Owners
6225 South Pinnacle Place
Suite 201
Sioux Falls, SD 57108
  • (605) 361-4021

Email Me

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.


Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

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Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch

UBS AG, long-term senior secured debt rating. As of 03/31/2024