Advisor at SeaCrest Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SeaCrest Investment Management, LLC
Location
Rapid City, SD 57701
Credentials
CFP®, CFA®, Series 63, Series 65, Series 66
Industry experience
25 years
Jeffrey Meyer is a financial advisor at SeaCrest Investment Management, LLC with 25 years of industry experience. He holds the CFP® and CFA® designations and has been with SeaCrest since 2011. Outside of his advisory work, Meyer serves as Grand Knight for the Knights of Columbus Council 1849 and holds board positions with the Cheyenne River Youth Project, the Rotary Club of Rapid City Rushmore, and the South Dakota Children’s Home Foundation. SeaCrest Investment Management serves individuals, trusts, estates, charitable organizations, corporations, businesses, and insurance company clients. The firm offers discretionary investment management and advisory services using a fundamental, long-term investment approach supplemented by model-driven asset allocation and manages a relatively small number of client relationships with transparency regarding the use of derivatives and affiliated entities.
Based on SeaCrest Investment Management, LLC
0.20% to 1.15% annually (fee varies based on complexity, asset level, and relationship)
Certain advisory persons are registered representatives of a broker-dealer and may earn commissions separately from SIM's advisory fees.
Account minimum: SIM generally does not impose a minimum relationship size for establishing a relationship. However, certain strategies of SIM may require a minimum asset amount to achieve optimal returns, which may be waived at the sole discretion of the Advisor. Fee-only: Investment advisory fees range from 0.20% to 1.15% annually based on assets under management and other factors.
219 Founders Park Drive, Suite 4
Rapid City, SD 57701
South Dakota
SeaCrest Investment Management, LLC
2011 - Present (15 years)
Seacrest Wealth Management LLC
2008 - Present (18 years)
Purshe Kaplan Sterling
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Rapid City, SD
Iron Mountain Financial Planning
CFP®, Series 66
Rapid City, SD
Trew Advisors, LLC
Series 65
Rapid City, SD
Rock Creek Advisors LLC
CFP®, Series 65
Rapid City, SD
Myrna Mitchell, MBA, CFP
Series 63, Series 65
Rapid City, SD
Rock Creek Advisors LLC
Series 65
Rapid City, SD
Astute Financial, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")