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KAHLER FINANCIAL GROUP, INC.
1010 9th Street
Suite 1
Rapid City, South Dakota 57701
Tel: 605-343-1400
About KAHLER FINANCIAL GROUP, INC.
KAHLER FINANCIAL GROUP, INC, formally registered with the SEC as KAHLER FINANCIAL GROUP, INC. The firm was established in 06/05/2003. They have over 1 offices throughout the country.
KAHLER FINANCIAL GROUP, INC. is a Rapid City, South Dakota based Financial Planning firm with nearly $158,326,000 assets under management, offering retirement planning & investment advisory services to 530 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124042 |
| SEC# | 801-62099 |
| Assets Managed by Firm | $158,326,000 |
| No. of Clients | 530 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (BLENDED FEES BASED ON % OF AUM, NW AND SCOPE OF ENGAGEMENT)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (CONSULTATION,FINANCIAL COACHING (INDIVIDUAL & GROUP), COLUMNIST & AUTHOR, EDUCATIONAL WORKSHOPS AND SEMINARS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 530 | $158,326,000 |
| Individuals (other than high net worth individuals) | 49 | $29,371,000 |
| High net worth individuals | 50 | $117,955,000 |
| Corporations or other businesses | 4 | $11,000,000 |
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