linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rose Mary Zealand

Kahler Financial Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rose? Claim Your Profile

About Rose Mary Zealand

Rose Mary Zealand is a financial advisor with Kahler Financial Group, Inc., based in Rapid City, South Dakota. Rose Mary has been in the financial industry since December 21, 2016. Rose Mary is licensed in South Dakota. Rose Mary specializes in providing financial planning, portfolio management for individuals, and educational workshops and seminars. Rose Mary's prior experience includes working with Edward Jones in Gunnison, Colorado. Rose Mary is also a Board Member of the Community Foundation of Gunnison Valley.

Firm Information

Rose Zealand is currently registered with Kahler Financial Group, Inc.. Kahler Financial Group, Inc. is a Registered Investment Advisor based in Rapid City, SD. The firm provides a range of financial advisory services, including financial planning, portfolio management for individuals and corporations, educational workshops and seminars, and consultation and financial coaching. With a focus on personalized guidance, Kahler Financial Group manages approximately $158,326,000 in assets for a diverse client base, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Kahler Financial Group, Inc.

1010 9TH STREET

RAPID CITY, SD 57701

$158.33M

Assets Under Management

Not reported

Total Clients

4

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consultation,financial coaching (individual & group), columnist & author, educational workshops and seminars

Consultation,financial coaching (individual & group), columnist & author, educational workshops and seminars

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Blended fees based on % of aum, nw and scope of engagement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rose Zealand’s Registration & Firm History

SD

06/06/2024 - Present

Kahler Financial Group, Inc. (Rapid City SD)

CO

12/21/2016 - 05/24/2022

EDWARD JONES (GUNNISON CO)

Not sure if Rose Mary Zealand is right for you?

Licenses & Designations

BOTH

Issued 01/17/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rose Mary Zealand.
Not sure if Rose Mary Zealand is right for you?