Kahler Financial Group, Inc.

Kahler Financial Group, Inc.

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1010 9th Street Suite 1

Rapid City, SD 57701

605-343-1400

financialawakenings.com

No. advisers: 7

AUM: $122,000,000

Asset Breakdown

Staff
Employees 7
Clients
High-net-worth individuals 51-75%
Financial planning clients N/A
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $122,000,000 420 $290,476
Non-discretionary 0 0 $0
Total $122,000,000 420 $290,476

CFP Board's proposal to expand fiduciary duty draws praise, carries risks

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...

Kahler and CFP Board reach agreement on fee-only status

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....

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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) not one who is an insurance company or agency.

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