Douglas
Maher

Bms Financial Advisors, LLC

CRD#3024783
Investment Advisor
in Rapid City, SD

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About this Advisor

Douglas Maher is a financial advisor who works out of Rapid City, South Dakota who has 18 years of relevant experience. Maher currently works for Bms Financial Advisors, LLC. The advisor has gained experience at Maher Enterprises Inc, Sagepoint Financial, Inc and Bms Financial Advisers. Maher has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in South Dakota and Texas. Bms Financial Advisors, LLC is an advisory business that has its headquarters in Rapid City, SD. It handles $388 million in assets among its 2,292 client accounts, making it one of the bigger firms in the United States by assets under management. The firm serves five charitable organizations. Of its 2,292 client accounts, 17% are held by high-net-worth investors who have more than $1 million in assets. Bms Financial Advisors, LLC performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which service is provided. However, fee types billed by Bms Financial Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

18 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 Suite 101
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

Douglas Maher Work History

Douglas has been registered as a financial advisor for 18 years.*

2009 - Present (15 years)

Sagepoint Financial, Inc

2008 - Present (16 years)

Bms Financial Advisers

1996 - Present (28 years)

Maher Enterprises Inc

*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 Douglas Maher 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
Hugh Boyle
Rapid City, SD
Nathaniel Starkey
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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