Best Financial Advisors in Rapid City

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

Rapid City, SD

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Partridge Financial logo
Visit WebsiteWebsite

License Verified:

License: 4792499

Investment Adviser Public Disclosure Database, SEC

Partridge Financial

1136 Jackson Boulevard Suite 2, Rapid City, SD 57702
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

Partridge Financial offers a broad range of advisory solutions to clients throughout Rapid City and the nearby areas. This local company helps individuals and businesses with the accumulation, conservation, and transfer of wealth to help them reach their short-term and long-term financial goals. Services include comprehensive financial planning, investment management, tax planning, retirement planning, and insurance review and analysis. Partridge Financial is an affiliate of LPL Financial, a provider of investment and business solutions for independent financial advisors across the nation.

License Verified:

License: 4792499

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pioneer Wealth Management logo
Visit WebsiteWebsite

License Verified:

License: 5118618

Investment Adviser Public Disclosure Database, SEC

Pioneer Wealth Management

2001 West Omaha, Rapid City, SD 57702
Visit WebsiteWebsite
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

Pioneer Wealth Management helps Rapid City-based clients grow lifetime income through long-term asset management. It uses various strategies, including investment, insurance, estate, and income tax planning. The firm is an independent financial advisor, designing and implementing plans that are based solely on the client's personal interests. Director Taylor Thompson is a Certified Financial Planner and an Accredited Asset Management Specialist. He has over 20 years of wealth management experience. Thompson holds licenses in health and life insurance, and Series 7, 24, 63, and 65 securities.

License Verified:

License: 5118618

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Tobin Mason logo
Visit WebsiteWebsite

License Verified:

License: 5303732

Investment Adviser Public Disclosure Database, SEC

Tobin Mason

Suite 214 628 1/2 6th Street, Rapid City, SD 57701
Visit WebsiteWebsite
  • Estate Planning
  • Retirement Planning

Business Description

Tobin Mason is a managing partner and financial advisor of Modern Woodmen who serves families, retirees, professionals approaching retirement, and small-business owners throughout Rapid City. He has been a Certified Financial Planner since 2012 and aims to help clients overcome financial concerns and obstacles using a variety of tools, including life insurance, annuities, mutual funds, and variable annuities. His affiliate company, Modern Woodmen of America, was established in 1883 and has more than 1,000 representatives in 49 regions throughout 46 states.

License Verified:

License: 5303732

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS