Kurt Whitesell is a CFP-designated registered investment advisor, based in Rapid City, SD, with 38 years of industry experience.
Location
817 9th Street, Rapid City, SD, 57701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kurt works full-time as a financial advisor at Summit Wealth Group and spends minimal time providing fixed insurance advice through Fixed Insurance and PKSF. He also owns Whitesell Properties LLC, Summit 29029 LLC, and Loki's Legacy Reinsurance Company Inc., dedicating minimal time to each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Wealth Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations9 states
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