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Kyle B

Series 66

Rapid City, SD

Edward Jones

Kyle Bargmann is a financial advisor with Edward Jones in Rapid City, SD, holding a Series 66 designation and seven years of industry experience. He previously worked at Union Bank & Trust and the Country Club of Lincoln. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Charles A

CFP®, Series 63, Series 65

Rapid City, SD

OSAIC

Charles Arbeiter is a CFP® professional with over 41 years of experience in the financial industry. He is currently with OSAIC, having joined the firm in 2023 after 12 years at FSC Securities. Outside of his advisory work, Mr. Arbeiter is involved in community activities such as serving on finance and golf committees for Young Life Ministries and holding leadership roles in local water associations. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, and retirement plan consulting through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios ranging from traditional securities to alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher M

Series 66

Rapid City, SD

LPL Financial

Christopher McSherry is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers over two decades. In addition to his advisory work, he operates McSherry, LLC and a notary service in Rapid City, SD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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