Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

James C

Series 63, Series 65

Rapid City, SD

RBC Capital Markets

James Clement is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the board of directors for the University of South Dakota Foundation and the Chamber Music Festival. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and supported by both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

David H

Series 66

Rapid City, SD

RBC Capital Markets

David Hillard is a financial advisor with RBC Capital Markets in Rapid City, SD, holding a Series 66 designation and bringing 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as an advisor to the Black Hills State University Student Investment Club and participates on the board of a local homeowners association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers customized investment strategies through a variety of advisory programs, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Jean S

Series 66

Rapid City, SD

RBC Capital Markets

Jean Scherer is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets LLC since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles, utilizing a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Allen C

Series 63, Series 65

Rapid City, SD

RBC Capital Markets

Allen Canete is a financial advisor with RBC Capital Markets in Rapid City, SD, holding Series 63 and Series 65 licenses. He has 30 years of industry experience, including nine years at UBS Financial Services Inc. prior to joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both internal and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Alison S

Series 66

Rapid City, SD

RBC Capital Markets

Alison Scherr is a financial advisor at RBC Capital Markets with two years of industry experience. She previously worked for 16 years at Kahler Financial Group. Alison serves as a call moderator for HIFON, LLC, a network for financial operations professionals of independent RIAs, where she facilitates discussions on operational best practices. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining in-house and third-party managers, with features such as tax management and responsible-investing options.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Jennifer G

Series 66

Rapid City, SD

RBC Capital Markets

Jennifer Greene is a financial advisor at RBC Capital Markets with six years at the firm and two years of industry experience. She previously worked at UBS Financial Services and Sears Holding Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and corporations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Jill R

Series 65, Series 66

Rapid City, SD

RBC Capital Markets

Jill Rolfsmeier is a financial advisor with RBC Capital Markets in Rapid City, SD, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining RBC in 2024, she worked at Black Hills Corporation from 2016 to 2024 and Kahler Financial Group, Inc. from 2015 to 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services through tailored strategies and a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

John H

Series 66

Rapid City, SD

RBC Capital Markets

John Hillard is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Pearson Packaging Systems, JMP Solutions, Aagard, and the South Dakota School of Mines and Technology. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Lisa A

Series 63, Series 66

Rapid City, SD

RBC Capital Markets

Lisa Albers Koppmann is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 licenses. She has 25 years of industry experience, including 14 years at UBS Financial Services prior to joining RBC in 2020. She serves on the board of directors for Rapid City Christian School. RBC Wealth Management serves individual investors, institutions, corporations, and charitable organizations by offering various advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies implemented through a combination of in-house and third-party managers, supported by its capital markets and asset management capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Andrew W

Series 66

Rapid City, SD

RBC Capital Markets

Andrew Waugh is a financial advisor at RBC Capital Markets in Rapid City, SD with five years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank and Black Hills Energy. Outside of advising, he serves on the board of directors for the Sigma Phi Epsilon South Dakota Alpha Alumni Volunteer Committee, supporting the undergraduate chapter at South Dakota State University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Micah W

CFP®, Series 66, Series 63

Rapid City, SD

RBC Capital Markets

Micah Williams is a CFP® with 12 years of industry experience, currently with RBC Capital Markets in Rapid City, SD. He has worked at RBC Capital Markets since 2013, with brief tenures at Heritage Financial Services and Lake Street Advisors Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Gary H

CFP®, ChFC®, Series 66

Rapid City, SD

RBC Capital Markets

Gary Haack is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the CFP® and ChFC® designations, along with the Series 66 license. Prior to joining RBC in 2020, he worked at U.S. Bank and held various roles including positions at Business & Estate Advisers of WI, LLC, and Farm Bureau Financial Services. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering a variety of advisory programs and portfolio management services tailored to clients' risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Michelle S

Series 63, Series 65

Rapid City, SD

RBC Capital Markets

Michelle Sterkel is a financial advisor with RBC Capital Markets in Rapid City, SD, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with RBC Capital Markets LLC since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored portfolio strategies utilizing a combination of in-house and third-party investment managers and model providers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Ashley B

Series 66

Rapid City, SD

RBC Capital Markets

Ashley Bradsky is a financial advisor at RBC Capital Markets with a Series 66 designation and no prior industry experience. She has been affiliated with RBC Capital Markets since 2025 and has entrepreneurial experience through Bradsky Properties, LLC and Bradsky, Bradsky & Bradsky, P.C. Outside of her advisory role, she is involved in managing her family business interests. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management solutions utilizing a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")