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Richard Joseph Kaser

KMG Fiduciary Partners, LLC

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About Richard Joseph Kaser

Richard Joseph Kaser is a financial advisor registered with KMG Fiduciary Partners, LLC, and has been in the industry for over 30 years. He is also a Certified Financial Planner™. Richard has a long history of working with individuals, families, and businesses to develop and implement comprehensive financial plans. He is passionate about helping clients achieve their financial goals, including retirement planning, college savings, estate planning, and investment management.

Firm Information

Richard Kaser is currently registered with KMG Fiduciary Partners, LLC. KMG Fiduciary Partners, LLC is an investment advisor headquartered in Toledo, OH. They manage approximately $1.26 billion in assets for individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, and selection of other advisors.
KMG Fiduciary Partners, LLC

7530 KINGS POINTE ROAD

TOLEDO, OH 43617

$1.26B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Kaser’s Registration & Firm History

OH

09/24/2018 - Present

KMG Fiduciary Partners, LLC (TOLEDO OH)

OH

06/01/2009 - 09/24/2018

MORGAN STANLEY (TOLEDO OH)

OH

04/29/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (TOLEDO OH)

OH

01/10/1992 - 05/05/2009

UBS FINANCIAL SERVICES INC. (SYLVANIA OH)

OH

08/15/1990 - 01/30/1992

CONTINENTAL CAPITAL SECURITIES, INC (SYLVANIA OH)

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Licenses & Designations

IA

Issued 01/05/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 08/14/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Richard Joseph Kaser. Review regulatory record here.
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