Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
Find a financial advisor
Out of 400,000+ nationwide
Richard G
CFP®, Series 63, Series 65
Box Elder, SD
TheMoneyMD.com, LLC
Richard Groff is a CFP® professional with 25 years of industry experience. He is the principal at TheMoneyMD.com, LLC, where he has worked since 2017. Prior to this, he was with AdvisorNet Wealth Management and has been involved with Family Legacy Planning, LLC since 2012. Outside of his advisory work, he serves as a trustee and is involved in managing a bookkeeping entity related to a separate online subscription service. TheMoneyMD.com, LLC provides investment and wealth management, financial planning, and third-party manager selection primarily for high-net-worth individuals, trusts, and estates. The firm employs a risk-first investment approach that emphasizes asset allocation, diversification, and managed-volatility portfolios, blending active and passive strategies with ongoing portfolio monitoring and coordination with clients’ other advisors.
Brian B
CFP®, Series 66
Rapid City, SD
Iron Mountain Financial Planning
Brian Bickett is a CFP® with 12 years of industry experience currently serving as the principal of Iron Mountain Financial Planning in Rapid City, SD. His prior experience includes roles at Ameriprise Financial Services and Zeiders Enterprises. In addition to financial planning, he owns and operates Iron Mountain Tax Services, providing tax preparation services. Iron Mountain Financial Planning serves individual and business clients with tailored investment management and comprehensive financial planning through various engagement models. The firm employs a Modern Portfolio Theory-based approach emphasizing broad global diversification, primarily using passive ETFs, and offers educational seminars on personal finance topics.
Justin M
CFP®, Series 66
Rapid City, SD
Trew Advisors, LLC
Justin Mcneal is a Certified Financial Planner® with 17 years of industry experience. He is the principal advisor at Trew Advisors, LLC in Rapid City, SD, where he has worked since 2018. His prior experience includes roles at Hornor Townsend & Kent, Inc. and operating Trew Business Solutions, LLC. Mcneal is also involved in insurance sales and service through Trew Financial and Benefits Group. Trew Advisors LLC provides fee-based financial planning and investment advisory services to individuals and a variety of institutional clients, including corporations and pension plans. The firm offers discretionary portfolio management, hourly financial planning, and retirement plan advisory services, utilizing third-party platforms and model portfolios to deliver tailored investment solutions.
Joseph P
Series 65
Rapid City, SD
Rock Creek Advisors LLC
Joseph Porter is a financial advisor with Rock Creek Advisors LLC in Rapid City, SD, holding a Series 65 designation and 17 years of industry experience. He previously worked at Orion Advisor Services, LLC and concurrently serves as Director of Investment Administration at First Trust Company LLC. Rock Creek Advisors provides discretionary investment management primarily to a state-chartered corporate fiduciary, First Trust Company, LLC, managing trust and agency accounts as well as separately managed accounts for individual clients. The firm employs mixed-asset model portfolios emphasizing capital appreciation, current income, and capital preservation, and maintains a trust-centric operating model through its affiliation with the state-chartered trust company.
Myrna M
CFP®, Series 65
Rapid City, SD
Myrna Mitchell, MBA, CFP
Myrna Mitchell is the sole advisor at Consultative Services, Inc., operating under her own name with over 22 years of industry experience. She holds an MBA and the CFP® designation and has managed her independent advisory practice since 1994. Consultative Services, Inc. provides fee-only financial planning and portfolio management to individuals and high-net-worth clients, focusing on life planning areas such as retirement, estate planning, and college funding. The firm manages client assets on a non-discretionary basis using a buy-and-hold strategy centered on no-load mutual funds, ETFs, and fixed income instruments, operating under hourly or flat fee engagements rather than percentage-of-AUM billing.
Joel B
Series 63, Series 65
Rapid City, SD
Rock Creek Advisors LLC
Joel Black is a financial advisor at Rock Creek Advisors LLC with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rock Creek Advisors since 2017. Additionally, he serves as Executive Vice President, CFO, and COO of First Trust Company, LLC, a state-chartered corporate fiduciary where he administers trusts and manages regulatory relations. Rock Creek Advisors provides discretionary investment management primarily to trust and agency accounts administered by First Trust Company, LLC, and also offers separately managed accounts to individual clients. The firm focuses on mixed-asset model portfolios emphasizing capital appreciation, income, and capital preservation, utilizing a range of investment strategies within a trust-centric operating structure.
Paul F
Series 65
Rapid City, SD
Astute Financial, LLC
Paul Freidel is a financial advisor at Astute Financial, LLC in Rapid City, SD, holding a Series 65 designation with six years of industry experience. He has been involved with Astute Financial since 2019 and also manages Freidel & Associates, LLC, where he serves as Managing Member. In addition, he is a co-owner of KFG, LLC. Astute Financial offers tailored investment management and comprehensive financial planning for individuals, high-net-worth clients, small businesses, and irrevocable trusts. The firm employs a blend of passive and active investment strategies grounded in Modern Portfolio Theory and emphasizes diversification, tax considerations, and long-term planning.
Tannen M
CFP®, Series 63, Series 65
Rapid City, SD
Myrna Mitchell, MBA, CFP
Tannen Mitchell Briggs is a CFP®-certified financial advisor with 10 years of industry experience, currently operating as the sole advisor at Mountainaire Financial Strategies in Denver, CO. Prior to founding his firm, he worked at Qep Resources from 2015 to 2019 and has maintained a consulting role at Consultative Services Inc. alongside his advisory practice. Outside of financial advising, he manages his own real estate properties as a sole proprietor. Mountainaire Financial Strategies is an independent, fee-only firm serving individuals, including high-net-worth households, and business entities. The firm employs a passive investment approach focused on low-cost mutual funds and ETFs, offering both ongoing subscription-based planning and project-specific engagements.
William M
Series 65
Rapid City, SD
Astute Financial, LLC
William Marcham is a financial advisor at Astute Financial, LLC in Rapid City, SD. He holds a Series 65 designation and has experience working at KFG, LLC, KPMG, One Medical, Freidel & Associates, Steward and Company, and RIW Investment Management. He has a background that includes both financial and business roles. Astute Financial provides tailored investment management and comprehensive financial planning for individuals, high-net-worth clients, small businesses, and irrevocable trusts. The firm employs a blend of passive and active investment vehicles based on Modern Portfolio Theory and emphasizes diversification, tax considerations, and long-term planning.
Aaron H
Series 65
Piedmont, SD
RIA Advisory Group, LLC
Aaron Hanson is a financial advisor at RIA Advisory Group, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience at Brighter Electric and Rapid Spa. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages a diversified portfolio including equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, typically on a discretionary basis using a combination of charting, fundamental, and technical analysis.
Richard K
CFP®, ChFC®, Series 63
Rapid City, SD
KFG, LLC
Richard Kahler is a financial advisor with KFG, LLC in Rapid City, SD, holding CFP®, ChFC®, and Series 63 credentials and bringing 37 years of industry experience. He previously worked at Kahler Financial Group, Inc. for 22 years before joining KFG in 2025. Outside of advising, he is involved in financial therapy through Advanced Well-Being, LLC, and has engaged in writing and speaking activities with Conscious Finance LLC. KFG, LLC serves individuals, high-net-worth clients, business owners, professionals, retirees, and families by providing integrated financial planning and portfolio management, along with specialty services such as estate and tax planning and business succession analysis. The firm employs a long-term, constant-weighting asset-allocation strategy, uses third-party managers, and offers educational programs and short-form consultations.
Emily K
Series 66
Rapid City, SD
KFG, LLC
Emily Koch is a financial advisor at KFG, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC and Tagge Rutherford Financial Group. Prior to her advisory career, she held various roles at Tractor Supply Company. KFG, LLC serves individuals, high-net-worth clients, business owners, professionals, retirees, and families by providing integrated financial planning and portfolio management, along with specialty services such as estate and tax planning and business succession analysis. The firm follows a long-term, constant-weighting asset-allocation strategy and offers educational events, workshops, and paid short consultations as part of its service model.
Christopher H
Series 63, Series 65
Piedmont, SD
RIA Advisory Group, LLC
Christopher Hanson is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Financial Group. Outside of advising, he operates a small ranch in Piedmont, South Dakota. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm employs a mix of equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, managing accounts primarily on a discretionary basis using both fundamental and technical analysis.
Benjamin P
CFP®, Series 66
Rapid City, SD
KFG, LLC
Benjamin Paulding is a CFP® and holds a Series 66 license, currently serving as an advisor at KFG, LLC with three years of industry experience. His prior roles include positions at Freidel & Associates and Steward & Company, LLC. He is a member of the board of directors and treasurer for Preferred Security Components of Pennsylvania, Inc., providing financial oversight. KFG, LLC serves individuals, high-net-worth clients, business owners, professionals, retirees, and families with integrated financial planning and portfolio management, including specialty services such as estate and tax planning and business succession analysis. The firm employs a long-term, constant-weighting asset-allocation approach using third-party managers and offers educational events, workshops, and paid short consultations as part of its service model.
John L
CFP®, Series 66
Rapid City, SD
RIA Advisory Group, LLC
John Lund is a CFP® with nine years of industry experience, currently serving as an advisor at RIA Advisory Group, LLC. His prior experience includes roles at BFC Planning, Berthel, Fisher & Company Financial Services, Garnett Investment Strategies, LPL Financial, Securities America Advisors, and BankFirst Wealth Management. He serves on several boards, including as Treasurer for Behavioral Health Specialists and Renewed Hope Christian Community, Vice President of the Norfolk Country Club Board, and Secretary of the Norfolk Catholic Schools Foundation. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages a diversified portfolio including equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, typically managing accounts on a discretionary basis with a focus on both long- and short-term trading strategies.
Cecilia F
CFP®
Rapid City, SD
KFG, LLC
Cecilia Fleming is a CFP® professional at KFG, LLC with two years of industry experience. Her prior roles include positions at Kahler Financial Group and EVOadvisers. Outside of her advisory work, she operates a tax preparation service specializing in long-haul truckers. KFG, LLC serves individuals, high-net-worth clients, business owners, professionals, retirees, and families, offering integrated financial planning and portfolio management with additional services such as estate and tax planning, business succession analysis, and financial coaching. The firm employs a long-term, constant-weighting asset-allocation strategy and provides educational events and paid short consultations as part of its service model.
Deidre B
Series 65
Rapid City, SD
Avantax Planning Partners, Inc.
Deidre Budahl is a financial advisor with Avantax Planning Partners, Inc. in Rapid City, SD, holding a Series 65 designation and 10 years of industry experience. She has been a partner and accountant at Casey Peterson, Ltd., a regional CPA firm, since 2003. Budahl serves on the board of Monument Health - Rapid City Hospital and is the Board Chair for the South Dakota Board of Accountancy. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms. The firm employs model-based style allocation strategies and offers discretionary portfolio management with tax-intelligent overlays and centralized trading.
Carter H
Series 65
Rapid City, SD
Seacrest Wealth Management, LLC
Carter Howell is a financial advisor with Seacrest Wealth Management, LLC in Rapid City, SD. He holds a Series 65 designation and has experience in both professional sports organizations and education, having worked with the Atlanta Braves, San Francisco Giants, Augustana University, and Moorhead High School. Howell has been with Seacrest Wealth Management since 2026. Seacrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis and integrates artificial intelligence tools alongside human review in its decision processes.
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 in Rapid City, SD. She holds a Series 66 designation and is part of a firm with 32 advisors. 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 customizes investment strategies based on clients’ financial profiles and uses a range of analytical approaches, often implementing strategies through third-party money managers and sub-advised models.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
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")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide