Rapid City, SD Office
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SeaCrest Wealth Management, LLC
Multi-team
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About
Seacrest Wealth Management is an SEC-registered, multi-advisor wealth management firm that serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, charitable organizations and businesses. The firm provides comprehensive financial planning, investment management (discretionary and non‑discretionary), retirement‑plan advisory and consulting services and manages roughly $1.53 billion through a team of advisers.
Seacrest generally pursues a customized, long‑term investment approach that blends fundamental and technical analysis and can include mutual funds, ETFs, individual securities, alternatives and allocations to independent managers. The firm uses internally developed and third‑party artificial‑intelligence tools as decision‑support (with human review), provides both 3(21) and 3(38) retirement plan services, and may recommend custodian‑sourced lending solutions (pledged‑asset lines) or other specialized products as part of planning.
Distinctive elements in the brochure include the recent addition of divorce mediation services delivered by a Certified Divorce Financial Analyst, the ability to recommend corporate trust services through its custodian’s trust company, and participation in pledged‑asset lending programs. The firm also discloses relationships that can create conflicts of interest—including broker‑dealer and insurance affiliations and participation in institutional custodian platforms that provide economic benefits to the firm—and reported a December 2024 SEC settlement involving supervision failures that resulted in a censure and a $375,000 civil penalty.
Based on SeaCrest Wealth Management, LLC
Expertise
Based on SeaCrest Wealth Management, LLC
Location
219 Founders Park Drive, Suite 4
Rapid City SD 57701
Advisors at this office
3
Advisors at this office
Carter H
Series 65
Rapid City, SD
SeaCrest Wealth Management, LLC
Carter Howell is a financial advisor with SeaCrest Wealth Management, LLC, holding a Series 65 designation and currently based in Rapid City, SD. He has one year of industry experience and prior work experience includes positions with the Atlanta Braves and San Francisco Giants. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses with comprehensive financial planning and investment management services. The firm employs a customized, long-term investment strategy that integrates fundamental and technical analysis and utilizes artificial intelligence tools to support decision-making.
Jeffrey M
CFP®, CFA®, Series 63, Series 65, Series 66
Rapid City, SD
SeaCrest Wealth Management, LLC
Jeffrey Meyer is a financial advisor at SeaCrest Wealth Management, LLC in Rapid City, SD, holding CFP® and CFA® designations with 25 years of industry experience. He has been with SeaCrest Investment Management and Seacrest Wealth Management since 2008. Meyer is actively involved in community organizations, serving as Grand Knight for the Knights of Columbus Council 1849 and participating on several nonprofit boards including the Cheyenne River Youth Project and the South Dakota Children’s Home Foundation. SeaCrest Wealth Management is a multi-advisor firm managing approximately $1.53 billion, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that integrates fundamental and technical analysis, utilizing both traditional and alternative investments along with artificial intelligence tools for decision support.
Robert S
Series 63, Series 65
Rapid City, SD
SeaCrest Wealth Management, LLC
Robert Sayler is a financial advisor at SeaCrest Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Purse Kaplan Sterling Investments since 2008. Sayler serves on the board of the YMCA of Rapid City, where he chairs their capital campaign for expanding childcare and wellness facilities and participates in scholarship efforts. SeaCrest Wealth Management is a multi-advisor firm that provides comprehensive financial planning and investment management to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis and utilizes artificial-intelligence tools to support decision-making.
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