Years of Experience
5-20+ Years
Rapid City, SD
0 Disclosures
ADVISOR BIO
Aaron Freeman is an Investment Advisor Representative with Kahler Financial Group, Inc.. Aaron is registered with the state of South Dakota. Aaron has been in the financial industry for at least ten years. Aaron is a Registered Investment Advisor (IA) and holds the Series 65 license. Aaron's specialties include financial planning, educational seminars, and portfolio management for individuals.
SPECIALIZATIONS
RAPID CITY, SD
24 Years Experience
0 Disclosures
ADVISOR BIO
Adam Marcus is a financial advisor with Wells Fargo Clearing Services, LLC. Adam has been in the financial industry since February 5, 2001. Adam is registered to provide investment advice in 42 states and the District of Columbia. Adam is a Certified Financial Planner. Adam has experience working at Goldman Sachs Execution & Clearing, L.P. and Spear, Leeds & Kellogg Specialists LLC. Adam's previous experience included working in New York, New York, and providing brokerage services.
SPECIALIZATIONS
RAPID CITY, SD
10 Years Experience
0 Disclosures
ADVISOR BIO
Alisha Butterfield is a financial advisor with Commonwealth Financial Network. Alisha has been working in the financial services industry since May 31, 2015. She has Series 7 and Series 66 licenses, as well as the SIE exam. Alisha is registered with the state of South Dakota. She is a co-owner of Summit Wealth Group, a private entity that facilitates securities, advisory, and insurance business. Alisha focuses on providing financial planning, portfolio management, and other services to a range of clients, including individuals, families, and businesses. Commonwealth Financial Network is a leading independent financial advisor firm with a national footprint.
SPECIALIZATIONS
RAPID CITY, SD
1 Years Experience
0 Disclosures
ADVISOR BIO
Alison Scherr is a registered investment advisor with RBC Capital Markets, LLC. Alison is active in both the broker-dealer and investment advisor industries. Alison is registered in 50 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands. Alison is licensed to provide investment advice to individuals, corporations, high-net-worth individuals, pension plans, charitable organizations, insurance companies, state and municipal government entities, and pooled investment vehicles.
SPECIALIZATIONS
RAPID CITY, SD
29 Years Experience
0 Disclosures
ADVISOR BIO
Allen Canete is a financial advisor registered with RBC Capital Markets, LLC in South Dakota and Texas. Allen has been in the financial services industry since 1995. Allen previously worked with UBS Financial Services Inc and RBC Capital Markets, LLC. Allen has experience in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Allen is also a registered representative for the firm.
SPECIALIZATIONS
Rapid City, SD
6 Years Experience
0 Disclosures
ADVISOR BIO
Amber Nicole Whitford is a registered representative with U.S. Bancorp Investments, Inc. in Rapid City, South Dakota. Amber has been working in the financial services industry for over 4 years and has held previous roles at LPL FINANCIAL LLC and First Interstate Bank. Amber has Series 7, 66 and SIE licenses. Amber is also a licensed insurance producer in the state of South Dakota. She specializes in providing financial planning services, portfolio management services and investment advisory services to high net worth individuals, corporations, trusts, and charitable organizations. Amber has a strong commitment to helping her clients achieve their financial goals.
SPECIALIZATIONS
Rapid City, SD
2 Years Experience
0 Disclosures
ADVISOR BIO
Amy Leann Stiffler is a registered representative with U.S. Bancorp Investments, Inc. Amy has been in the industry since August 2022. Amy has a Series 63 license, a Series 6TO license, and the Securities Industry Essentials (SIE) examination. Amy has passed the Uniform Securities Agent State Law Examination. Amy is registered with the state of South Dakota.
SPECIALIZATIONS
RAPID CITY, SD
15 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Bartling is a financial professional with over 13 years of experience in the industry. Andrew is a registered representative of MWA Financial Services Inc., and holds Series 6, 7, and 63 licenses, as well as the SIE. Andrew specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
SPECIALIZATIONS
RAPID CITY, SD
4 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Waugh is a registered representative and investment advisor representative with RBC Capital Markets, LLC. Andrew has been in the securities industry since October 22, 2020. Andrew is registered with the state of South Dakota and Texas. Andrew's firm has been in business since January 1, 2016. RBC Capital Markets, LLC is an investment advisor registered with the SEC, and has more than $50 billion in assets under management. RBC Capital Markets, LLC's main office is located in New York, NY.
SPECIALIZATIONS
RAPID CITY, SD
26 Years Experience
4 Disclosures
ADVISOR BIO
Anthony Wayne Kosobud is a financial advisor with LPL Financial LLC in Rapid City, SD. Anthony has been in the financial industry since June 7, 1999, and holds Series 6 and Series 63 licenses, as well as the SIE exam. Anthony has worked with several firms throughout his career, including CUNA Brokerage Services, Inc., Gradient Securities, LLC, and Prudential Annuities Distributors, Inc. Anthony specializes in providing financial advice and services to individuals, corporations, and other businesses. He has a strong track record of helping clients achieve their financial goals.
SPECIALIZATIONS