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Meet Kurt Whitesell

Community-Focused, Client-Centered Service, Nationally-Recognized.

Community-Focused, Client-Centered Service, Nationally-Recognized.

As a small business owner, you want to feel confident and prepared when making critical financial decisions. However, navigating through complex financial matters can be daunting, especially when you're already juggling many responsibilities. You may be frustrated, and not have enough hours in the day, or the expertise to tackle these financial challenges effectively.

Hi there, I'm Kurt Whitesell, and I understand the unique struggles that small business owners face when it comes to financial planning. With years of experience as a financial advisor at Summit Wealth Group, I've seen firsthand the complexities small business owners encounter in managing their finances.

I know the importance of having someone who understands your specific needs and can provide custom financial guidance and that's why I became a CERTIFIED FINANCIAL PLANNERTM professional. With this certification, I'm dedicated to helping YOU navigate through financial planning and investment decisions with confidence and clarity.

I believe that no small business owner should have to tackle these challenges alone. Whether you're grappling with retirement planning, managing cash flow, or optimizing your investment strategy, I'm here to provide you with the support you need to thrive financially.

Ready to take the first step towards financial empowerment? Click the button below to schedule a meeting with me.

Learn More About Kurt

Community-Focused

In addition to serving as Vice President of Summit Wealth Group and fulfilling the role of Senior Financial Advisor, Kurt is deeply engaged in his community. He believes that supporting the town and community where he lives and works isn't just a responsibility, but a fundamental aspect of fostering prosperity and well-being for all. Kurt recognizes the connection between a thriving community and individual financial success, and thus, he actively invests his time and resources into initiatives that uplift and strengthen the local area.

  • Rapid City Sports Hall of Fame member for his boxing career of 135 wins and 22 losses.
  • Junior Achievement volunteer within the Rapid City Schools.
  • TeamMates Mentoring Board Member

Client-Centered Service

At the heart of Kurt's practice lies a steadfast commitment to a client-centered approach. With a deep understanding that every individual's financial journey is unique, Kurt prioritizes building strong, personalized relationships with each client. By listening attentively to your goals, concerns, and aspirations, Kurt tailors comprehensive financial strategies that align with your specific needs. With a focus on transparency, integrity, and trust, Kurt ensures that his clients feel empowered and supported every step of the way on their path towards financial success.

Nationally-Recognized

Kurt is more than just an advisor; he’s been recognized nationally in the financial industry. For seven consecutive years since 2018, Forbes has honored Kurt as one of the Best-In-State Wealth Advisors in South Dakota. This prestigious recognition underscores Kurt’s expertise, trustworthiness, and commitment to helping his clients achieve financial success. When you work with Kurt, you’re partnering with someone who not only understands the complexities of wealth management but also strives to consistently deliver results.


2018-2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.

Empower Your Financial Future: Gain Insight on Retirement Risks and 401(K) Tax Liability

                  

Your Journey Starts Here:

Schedule Appointment

Schedule Appointment

It all starts with clicking the link below to schedule an appointment. Specify that you would like to meet with Kurt and choose the times that best work for you. The Rapid City, SD team at Summit will reach out to confirm the appointment.

Meet With Kurt

Meet With Kurt

Kurt will meet with you at the scheduled time for a complimentary discovery meeting to find out where we can best assist you on your financial journey.

Receive a Customized Financial Plan

Receive a Customized Financial Plan

After the discovery meeting, if you decide to move forward, we will create a detailed financial plan completely customized to you. You can use this as a guide to help you make life's most critical financial decisions with complete confidence.

Schedule a Free Consultation With Kurt

Schedule a Free Consultation With Kurt

Your initial consultation is complimentary and can be an in-person or virtual meeting. Click the link below and indicate that you’d like to connect with Kurt. 

Summit Wealth Group: Rapid City, South Dakota

Independent, Fee-Based Wealth Management

As a fee-based wealth management platform, Summit Wealth Group is among the country's leading independent financial services firms. This means we are not tied to any specific insurance, bank, or brokerage firm's investment products. How does this effect you?

The financial planning process at Summit Wealth Group is fully customized to your needs. Our in-house financial planning team, crafts a plan that matches your life journey and targeted goals. As a Certified Financial PlannerTM , Kurt, has a fiduciary responsibility to manage assets in a way that aligns with your best interests.  

With the help from Kurt and his team you will identify the loose stones in your life keeping you from reaching the Summit. your life's "Summits" and devise the most effective strategy to help you achieve your objectives.

You and Kurt will work together to define your goals and pave a path to reaching them.