Top wealth management financial advisors in Rapid City, SD

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.

Joel Black is a financial advisor at Rock Creek Advisors LLC with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rock Creek Advisors since 2017. Additionally, he serves as Executive Vice President, CFO, and COO of First Trust Company, LLC, a state-chartered corporate fiduciary where he administers trusts and manages regulatory relations. Rock Creek Advisors provides discretionary investment management primarily to trust and agency accounts administered by First Trust Company, LLC, and also offers separately managed accounts to individual clients. The firm focuses on mixed-asset model portfolios emphasizing capital appreciation, income, and capital preservation, utilizing a range of investment strategies within a trust-centric operating structure.

Michael Martin is a CFP® professional with 25 years of experience, currently affiliated with Cetera in Rapid City, SD. He has previously worked with U.S. Bancorp Investments and serves as owner and financial advisor at Point Wealth Advisors. Martin is also a board member of AdvisorNet Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Paul Freidel is a financial advisor at Astute Financial, LLC in Rapid City, SD, holding a Series 65 designation with six years of industry experience. He is also the managing member of Freidel & Associates, LLC and co-owner of KFG, LLC. His firm, Astute Financial, LLC, manages approximately $81.6 million for around 43 clients, providing discretionary portfolio management and comprehensive financial planning to individuals, small businesses, and irrevocable trusts. The firm employs a blend of passive and active investment strategies based on Modern Portfolio Theory and offers ongoing financial planning through a subscription service.

Michael Paikos Jr. is a financial advisor with LPL Financial in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Invest Financial Corporation for nine years and Cetera Wealth Services, LLC for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing various portfolio strategies and technology tools, and oversees more than $819 billion in discretionary assets across over 22,800 advisors.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.