Top financial advisors in Rapid City, SD
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you’re managing your finances in Rapid City, SD, you might need an advisor who understands how to navigate federal income tax, sales tax, and property tax without the complication of state income tax. A common mistake is overlooking how South Dakota’s favorable trust and asset-protection laws can impact your estate planning.
- Federal tax focus. Confirm how they optimize your strategy around federal taxes since South Dakota doesn’t tax income.
- Trust and estate expertise. Ask about their experience with South Dakota’s trust laws and how they can protect your assets.
- Local tax nuances. Sales and property taxes vary; check how they incorporate these into your overall plan.
- Privacy considerations. South Dakota’s low population density attracts retirees valuing privacy—see how they address this in your planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kassidy W
Series 66
Rapid City, SD
Raymond James Financial
Kassidy Wiedmeier in Rapid City, SD, offers expertise in general retirement and business succession planning, supported by seven years of experience and a Series 66 credential. Affiliated with Raymond James Financial, a large firm known for flat-fee structures and extensive research resources, she brings a unique perspective from her background in education and ranching, which may benefit clients seeking personalized financial strategies.
Experience: 7 years
Avg account: $700,796
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Joel B
Series 63, Series 65
Rapid City, SD
Rock Creek Advisors LLC
Joel Black's expertise in wealth management and retirement income strategy suits clients in Rapid City navigating federal tax optimization and South Dakota's unique trust laws. His dual role at Rock Creek Advisors and First Trust Company, LLC, highlights his deep trust administration experience, while the firm's discretionary investment management and negotiable 0.40% to 0.60% AUM fees offer tailored options for high-net-worth individuals seeking capital appreciation and preservation.
Experience: 8 years
Avg account: $2,408,331
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Michael M
CFP®, Series 63, Series 65
Rapid City, SD
Cetera
Michael Martin's 25 years of experience and CFP® certification equip him to address the unique tax and estate planning challenges in Rapid City, SD, including federal tax optimization and South Dakota's trust laws. His affiliation with Cetera, a large firm serving diverse clients, combined with flexible flat-fee and hourly consulting options, distinguishes him from other advisors by offering tailored financial planning for high earners and those approaching retirement.
Experience: 25 years
Avg account: $306,089
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Paul F
Series 65
Rapid City, SD
Astute Financial, LLC
Paul Freidel in Rapid City, SD, offers expertise in wealth management and general tax planning, which is crucial for navigating South Dakota's unique tax environment without state income tax. His firm, Astute Financial, LLC, serves high-net-worth clients with a mix of passive and active investment strategies and provides flexible flat-fee and AUM-based pricing, distinguishing him from advisors with more rigid fee structures.
Experience: 6 years
Avg account: $1,392,034
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Michael P
Series 63, Series 65
Rapid City, SD
LPL Financial
Michael Paikos Jr. offers expertise in wealth management and retirement plans for business owners, making him well-suited for clients in Rapid City navigating federal tax strategies without state income tax. His flat-fee structure and affiliation with LPL Financial, a large firm providing extensive investment solutions and in-house research, distinguish him from other advisors in the area.
Experience: 25 years
Avg account: $399,489
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