Nathaniel GehringCRD Number: 4961415
Current Firm: Kahler Financial Group, Inc.
Nathaniel Gehring (CRD# 4961415) is an Investment Advisor Representative working at Kahler Financial Group, Inc. in Boca Raton, FL and has over 17 years of experience in the finance industry. Nathaniel Gehring has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Kahler Financial Group, Inc.||Rapid City, SD||Jul 2019 - Current||3|
|Keatsconnelly||Boca Raton, FL||Apr 2014 - Jul 2019||5|
|United Capital Financial Advisers, LLC||Newport Beach, CA||Jun 2013 - Apr 2014||< 1|
|Keats, Connelly And Associates, LLC||Boynton Beach, FL||Dec 2011 - Jun 2013||1|
|Cross Border Planning Partners, LLC||Boynton Beach, FL||Dec 2011 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management179MILLIONS
Total Number of Accounts544ACCOUNTS
Average Account Value$328,768
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, FL, MA, NH, SD, TX
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