Nathaniel
Starkey

Bms Financial Advisors, LLC

CRD#5657517
Investment Advisor
in Rapid City, SD

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About this Advisor

Nathaniel Starkey is a financial advisor working out of Rapid City, South Dakota with a total of 3 years of industry experience. Starkey is an advisor for Bms Financial Advisors, LLC. During their career, Starkey has held roles at Jackson National Life Distributors, National Planning Holdings, Sagepoint Financial, Clark Capital Management Group, Inc, Sagepoint Financial, Inc and Bms Financial Advisors, LLC. Starkey holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in South Dakota. Bms Financial Advisors, LLC is a registered investment firm operating out of Rapid City, SD. It has $388 million in assets under management across its 2,292 client accounts, placing it among the larger firms in the country by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 2,292 customer accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually vary depending on which services the firm provides the client. However, fees billed by Bms Financial Advisors, LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1508 Mountain View Road
Rapid City, SD 57702

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Bms Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$387,987,280

SD Average: $198,545,545
Total Number of Employees

10

SD Average: 4
Total Number of Accounts

2,292

SD Average: 691
Average Account Size

$169,279

SD Average: $287,331

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Nathaniel Starkey Work History

Nathaniel has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Sagepoint Financial, Inc

2020 - Present (4 years)

Bms Financial Advisors, LLC

2020 - 2020 (< 1 year)

Clark Capital Management Group, Inc

2017 - 2019 (2 years)

Sagepoint Financial

2014 - 2017 (3 years)

National Planning Holdings

2009 - 2014 (5 years)

Jackson National Life Distributors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nathaniel Starkey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bms Financial Advisors, LLC

Jarrett Apa
Rapid City, SD
Nathaniel Starkey
Rapid City, SD
Hugh Boyle
Rapid City, SD
Douglas Maher
Rapid City, SD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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