Rapid City, SD Office
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Summit Wealth Group
Multi-team
Firm-wide stats for Summit Wealth Group
About
Summit Wealth Group LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Services described in the brochure include discretionary investment management (offered in a wrap‑fee structure), standalone financial planning, family office and wealth planning, and retirement plan advisory (including 3(21) and 3(38) services), generally billed as a percentage of assets under management.
The firm states it customizes target allocations based on each client’s financial profile, goals, liquidity needs and risk tolerance, and uses a range of analytical approaches (asset allocation, fundamental, technical, quantitative and direct indexing) with tax‑loss harvesting when appropriate. Summit frequently implements strategies through third‑party money managers and sub‑advised models (including arrangements with SEI Investments Management Corporation) and monitors accounts on an ongoing basis with at least annual reviews.
Several operational features in the brochure are atypical for peers: some advisory representatives are also registered representatives of Purshe Kaplan Sterling Investments and certain advisory persons are licensed insurance professionals who receive commissions for insurance product sales, conflicts the firm discloses and manages. The brochure also discloses the firm’s use of client testimonials in advertising, a bundled wrap‑fee program, a secured‑loan program offered through Goldman Sachs Bank, and that Summit reported over $2.3 billion in discretionary AUM soon after forming in 2025.
Based on Summit Wealth Group
Location
817 Ninth Street
Rapid City SD 57701
Advisors at this office
3
Advisors at this office
Kurt W
CFP®, Series 63, Series 65
Rapid City, SD
Summit Wealth Group
Kurt Whitesell is a CFP® with 38 years of experience in the financial industry. He is currently with Summit Wealth Group, where he has worked since 2022 and in its successor entity since 2025. His prior experience includes 18 years at Commonwealth Financial Network and 15 years running Whitesell Financial Group. He is a 50% owner and president of a private reinsurance company. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment strategies using a range of analytical approaches and frequently implements these through third-party money managers, monitoring accounts with ongoing reviews.
Alisha B
Series 66
Rapid City, SD
Summit Wealth Group
Alisha Butterfield is a financial advisor at Summit Wealth Group with 10 years of industry experience. She holds the Series 66 designation and previously worked at Whitesell Financial Group for eight years before joining Summit Wealth Group in 2022. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach using various analytical methods and incorporates third-party money managers and sub-advised models, with ongoing account monitoring and reviews.
Christian W
Series 66
Rapid City, SD
Summit Wealth Group
Christian Whitesell is a financial advisor at Summit Wealth Group with one year of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and Summit Wealth Group, Inc. Outside of his advisory role, he coaches soccer at Spearfish High School. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on clients’ financial profiles and uses a range of analytical approaches, often implementing strategies through third-party money managers and sub-advised models.
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