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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Steven Kahler is an investment advisor representative at Kahler Financial Group, Inc. Richard has been working as an investment advisor since January 2003. Richard has a total of 158,326,000 USD in regulatory assets under management, and has been active in the industry since 1982. Richard holds the following licenses and certifications: Series 6, Series 7, Series 22, Series 24, Series 39, and Series 63. Richard also has the Certified Financial Planner and Chartered Financial Consultant designations. Richard specializes in providing financial planning, portfolio management for individuals, educational seminars, and other investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Consultation,financial coaching (individual & group), columnist & author, educational workshops and seminars
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.
A percentage of the total value of assets under management is charged.
Blended fees based on % of aum, nw and scope of engagement
1
2
SD
01/25/2013 - Present
Kahler Financial Group, Inc. (RAPID CITY SD)
MN
08/23/1993 - 12/31/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
02/20/1990 - 12/31/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
11/09/1982 - 12/31/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
SD
12/10/1986 - 02/04/1988
FULLERTON & ASSOCIATES INC. (RAPID CITY SD)
BC
Issued 12/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1989
Series 24 - General Securities Principal Examination
BC
Issued 07/30/1986
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/08/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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