Advisor at Rock Creek Advisors 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
Rock Creek Advisors LLC
Location
Rapid City, SD 57701-3606
Credentials
Series 65
Industry experience
17 years
0.40% to 0.60% annually (40 to 60 basis points), negotiable
805 Fifth Street
Rapid City, SD 57701-3606
South Dakota
Rock Creek Advsiors
2021 - Present (5 years)
First Trust Company LLC
2019 - Present (7 years)
Orion Advisor Services, LLC
2015 - 2019 (4 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:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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
CFP®, CFA®, Series 63, Series 65, Series 66
Rapid City, SD
SeaCrest Investment Management, 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
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