Rapid City, SD West Blvd Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,461

Across 2,960 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.

RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.

Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.

Based on Raymond James Financial

Location

333 West Blvd, Suite 302

Rapid City SD 57702

Advisors at this office

4

Advisors at this office

user avatar

Vance N

CFP®, Series 63, Series 66

Rapid City, SD

Raymond James Financial

Vance Newman is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Edward Jones for 12 years before joining Boulder Creek Wealth Advisors and Raymond James Financial Services Advisors Inc. in 2017. Outside of advising, he is involved in several agricultural partnerships and co-owns a baseball training facility for youth in Rapid City, SD. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports both advisory programs and institutional portfolio management.

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

Series 66

Rapid City, SD

Raymond James Financial

Saundra Shaw is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 22 years of industry experience. Her prior work includes a 13-year tenure at RBC Capital Markets Corporation. She is also associated with Boulder Creek Wealth Advisors and Newman Capital, supporting the financial advisor owner of those firms. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports specialized municipal 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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John Z

Series 66

Rapid City, SD

Raymond James Financial

John Zastrow is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 credential and has held prior roles at Morgan Stanley, Thrivent Financial, and Ketel Thorstenson LLP. Outside of his advisory work, he serves as an officer and treasurer for the Young Professionals Group of Rapid City, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pensions, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal advisory work through a unique affiliation uncommon among large institutional advisors.

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

Krista B

CFP®, Series 66

Rapid City, SD

Raymond James Financial

Krista Buchholz is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., bringing eight years of industry experience. She has been with Raymond James since 2017 and previously worked at Regional Health for 14 years. Outside of her advisory role, she is involved in managing financial aspects of a rental property business with her husband. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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