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Kassidy W

Series 66

Rapid City, SD

Raymond James Financial

Kassidy Wiedmeier is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, she worked at Grable Investment Services and the Kadoka Area School District. Outside of her advisory role, she is a partner at Ferguson Ranch, where she manages cattle operations. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs tailored, non-discretionary strategies using analytical tools and supports both advisory programs and public finance services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jarrett A

Series 66

Rapid City, SD

LPL Financial

Jarrett Apa is a financial advisor with LPL Financial in Rapid City, SD, holding a Series 66 designation and 13 years of industry experience. He has previously worked at OSAIC and Sagepoint Financial, INC., and maintains a role with BMS Financial Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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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)
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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)
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Margaret M

Series 66

Rapid City, SD

LPL Financial

Margaret Messerli Trottier is a financial advisor with LPL Financial in Rapid City, SD, holding a Series 66 designation and 21 years of industry experience. She has worked at LPL Financial since 2018 and concurrently serves at Black Hills Credit Union and Invest Financial Corp. since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Edward C

Series 63, Series 65

Rapid City, SD

Morgan Stanley

Edward Cook is a financial advisor with Morgan Stanley in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory approach.

General estate planning guidance
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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)
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Todd K

CFP®, Series 63

Rapid City, SD

LPL Financial

Todd Klein is a CFP® with 23 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at OSAIC and SagePoint Financial and operates A2Z Business and Tax Service, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Daniel R

Series 63, Series 65

Rapid City, SD

Morgan Stanley

Daniel Rasby is a financial advisor with Morgan Stanley in Rapid City, South Dakota, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its advisory services.

General estate planning guidance
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Gregory K

CFP®, Series 66

Rapid City, SD

Edward Jones

Gregory Ketel is a CFP® professional with 12 years of experience in the financial advisory industry. He has been with Edward Jones since 2013 and holds the Series 66 designation. Outside of his advisory role, Ketel is involved in distributorships and partnerships related to printing and international fuel additive distribution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Craig W

ChFC®, Series 63

Box Elder, SD

Cetera

Craig Walters is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. He previously worked at Securian Financial Services, Inc. for 28 years and Minnesota Life Insurance Company for 30 years. Walters is also involved with North Star Consultants, Inc., where he serves as an agent/broker specializing in fixed insurance sales. Cetera Investment Advisers LLC is a large SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, and offers multi-manager investment platforms with a range of discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tyler P

Series 66

Rapid City, SD

Ameriprise

Tyler Petersen is a financial advisor at Ameriprise in Rapid City, SD, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise since 2020 and has prior work experience in various sectors including hospitality and fitness. Outside of advising, he is a co-owner of Two Friends LLC, a holding company for future real estate development. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Eric L

Series 63, Series 65

Rapid City, SD

LPL Financial

Eric Lee is a financial advisor with LPL Financial in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and United Capital Financial Advisers, LLC. Outside of his advisory work, he is involved with Floor III, LLC, and Purple Wealth LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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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)
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Vicki S

Series 63, Series 65

Rapid City, SD

Morgan Stanley

Vicki Schilling is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory work, she serves as an operating manager for Anderson Land Co. LLC, negotiating land leases in Zeibach County. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

General estate planning guidance
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Olivia T

Series 66

Rapid City, SD

Ameriprise

Olivia Torgrimson is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Her prior work includes roles outside finance, such as positions in hospitality and education. She also manages an advisory business through LFP Consulting, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Paige K

Series 63, Series 65

Rapid City, SD

Wells Fargo Clearing

Paige Kadlec is a financial advisor with Wells Fargo Clearing in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she is involved with Green Compass Global, where she advocates and purchases and sells supplements. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Clinton D

Series 66

Rapid City, SD

LPL Financial

Clinton Duprel is a financial advisor with LPL Financial in Rapid City, South Dakota, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Investment Centers of America and FBL Financial Group before joining LPL Financial. Outside of his advisory work, he is the owner and operator of Premier Lawn Service and Landscaping LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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John W

Series 63, Series 65

Rapid City, SD

Wells Fargo Clearing

John Welker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo in 2019. Outside of his advisory role, he has ownership interests in an equine sport horse management company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with tailored solutions and a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Tyler F

Series 66

Rapid City, SD

Edward Jones

Tyler Fannin is a financial advisor at Edward Jones in Rapid City, SD, holding a Series 66 designation. He has one year of industry experience and previously worked at UpClosets of Mesa, Active Heating Inc, American Bank and Trust, Great Western Bank, and Odyssey Grand 8 Theatre. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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