Kahler Financial Group, Inc.

Kahler Financial Group, Inc. (CRD# 124042) is a financial advisory firm headquartered in Rapid City, SD. They manage $122,000,000 in 420 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $290,476
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, HI, MT, NH, SD, TX

Financial Advisors at Kahler Financial Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Marc A. Jimenez
CRD#: 3170299
387 Corona Street, Suite 538, Denver, CO 80218
96
Wealthminder
score

Marc Jimenez (CRD# 3170299) is an Investment Advisor Representative working at Kahler Financial Group, Inc. in Denver, CO and has over 19 years of experience in the finance industry. Marc Jimenez 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.

2
Richard S. Kahler
CRD#: 1072338
1010 9th Street, Suite 1, Rapid City, SD 57701
96
Wealthminder
score

Richard Kahler (CRD# 1072338) is an Investment Advisor Representative working at Kahler Financial Group, Inc. in Rapid City, SD and has over 35 years of experience in the finance industry. Richard Kahler 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.

3
Sarah E. Swantner
CRD#: 5675429
1010 9th Street, Suite 1, Rapid City, SD 57701
96
Wealthminder
score

Sarah Swantner (CRD# 5675429) is an Investment Advisor Representative working at Kahler Financial Group, Inc. in Rapid City, SD and has over 8 years of experience in the finance industry. Sarah Swantner 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.

4
Jill M. Guericke
CRD#: 6592257
1010 9th Street, Suite 1, Rapid City, SD 57701
89
Wealthminder
score

Jill Guericke (CRD# 6592257) is an Investment Advisor Representative working at Kahler Financial Group, Inc. in Rapid City, SD and has over 2 years of experience in the finance industry.

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