Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kahle? Claim Your ProfileKahle Greenfield is a financial advisor with over 20 years of experience in the industry. Kahle is currently registered with Charles Schwab & Co., Inc. and has previously worked for Transamerica Financial Advisors, Inc, Midamerica Financial Services, Inc., Montage Securities, LLC, Columbia Management Investment Distributors, Inc., and Riversource Distributors, Inc. Kahle Greenfield holds the Series 6, Series 7, and Series 66 licenses. Kahle specializes in providing financial planning and investment advice to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
04/27/2017 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
05/27/2016 - 10/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
MO
06/12/2012 - 06/11/2014
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
KS
07/19/2011 - 05/15/2012
MONTAGE SECURITIES, LLC (LEAWOOD KS)
MN
01/02/2009 - 05/18/2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
08/14/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
CO
09/09/1997 - 08/20/2008
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BOTH
Issued 04/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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