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Meet Kurt Whitesell

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

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

In 1987, Kurt Whitesell embarked on a career as a financial advisor with no experience or education in the field. He set out to help people start investing and planning their futures. Over the next several years, he worked relentlessly as a financial advisor, and in 1994, he earned his CFP® designation.

In 2007, he founded his own independent financial advisory firm, Whitesell Financial Group, LLP, and for more than three decades, has helped his clients work towards achieving their goals with the belief that a financial professional should be free from Wall Street and corporate influences to ensure the highest ethical standards are consistently practiced and upheld.

Kurt knows the importance of having someone who understands your specific needs and can provide custom financial guidance, and that's why he became a CERTIFIED FINANCIAL PLANNER® professional. With this certification, he is committed to helping you navigate financial planning and investment decisions with confidence and clarity.

He believes that no one should have to tackle these challenges alone. Whether you're grappling with retirement planning, managing cash flow, or optimizing your investment strategy, he is here to provide you with the support you need to thrive financially.

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.


April 2025, Summit Wealth Group was named by Forbes as 2018-2025 Forbes Best-In-State Wealth Advisors based on data collected annually for each award from 2017 through 2025. No compensation was provided to Shook Research to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on https://tinyurl.com/3cyp2d47.

FREE E-Book: 6 Steps to Navigating Small Business Taxes

Written by Kurt Whitesell, CFP®

Download Now

Empower Your Financial Future: Gain Insight on Retirement Risks and Tax Liabilities in Retirement

"Great people and a steadying force in my life."

-Judi S.


This statement was provided by a client on 4/5/23. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. Client was not compensated for testimonial. For additional reviews, search us wherever local businesses are reviewed.

"I trust you.
That’s the biggest compliment I can give someone."

-Kevin E.

This statement was provided by a client on 9/1/23. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. Client was not compensated for testimonial. For additional reviews, search us wherever local businesses are reviewed.

"Always very professional and personal service from everyone in the office. Always willing to educate in this ever-changing climate. Thank you!"

-Shelley E.

This statement was provided by a client on 6/21/23. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. Client was not compensated for testimonial. For additional reviews, search us wherever local businesses are reviewed.

"Doing a great job appreciate you looking out for me and my family and creating our future"

-Brent H.

This statement was provided by a client on 8/16/23. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. Client was not compensated for testimonial. For additional reviews, search us wherever local businesses are reviewed.

"I feel confident that we are being guided in the right direction with our finances and retirement."

-Brenda C.

This statement was provided by a client on 5/29/23. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. Client was not compensated for testimonial. For additional reviews, search us wherever local businesses are reviewed.

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 PLANNER® professional, 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. 

Schedule Now

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.