Kahler Financial Group, Inc.
1010 9th Street Suite 1
Rapid City, SD 57701
No. advisers: 7
|Financial planning clients||N/A|
|High-net-worth client assets||Up to 50%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
June 20, 2017 - A proposal to extend fiduciary duty to all certified financial planners, including brokers who hold the mark, garnered praise for the organization that grants the designation, even as planners highlighted the risks involved. On Tuesday, the Certified...
November 26, 2014 - After giving his interest in a family real estate firm to another family member, a well-known South Dakota financial planner can again call himself a fee-only adviser under the rules of the organization that grants the certified financial planner designation....
August 29, 2014 - As the Fed moves closer to the start of its first interest-rate tightening cycle in a decade, financial professionals are generally hoping for the best as they brace for a dive into an unprecedented market environment. â€œThe stock market is illogical,...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology: InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.
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