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).
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Total Assets Under Management122MILLION
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Total Number of Accounts420ACCOUNTS
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Average Account Value$290,476
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
CO, HI, MT, NH, SD, TX
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.
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.
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.
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.