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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Kahler Financial Group, Inc. 9 months Jul 2019 - Present
Keatsconnelly 6 years Apr 2014 - Present
Keats, Connelly and Associates, LLC 6 years Apr 2014 - Present
Keatsconnelly 5 years, 3 months Apr 2014 - Jul 2019
United Capital Financial Advisers, LLC 10 months Jun 2013 - Apr 2014
Keats, Connelly and Associates, LLC 1 year, 6 months Dec 2011 - Jun 2013
Cross Border Planning Partners, LLC 1 year, 6 months Dec 2011 - Jun 2013
Conceptual Investment Advisors Inc 8 months Mar 2011 - Nov 2011
Couples Financial Planning & Coaching, LLC 6 months Sep 2010 - Mar 2011
Mhn Government Services 2 years, 4 months Aug 2009 - Dec 2011
Winch Advisory Services LLC 7 months Jan 2009 - Aug 2009
Winch Advisory Services LLC 7 months Jan 2009 - Aug 2009
Wealth Management, LLC 3 years, 1 month Nov 2005 - Dec 2008
Wealth Management, LLC 3 years, 1 month Nov 2005 - Dec 2008
Are You
Nathaniel Gjermund Gehring?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 20, 2020
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 2, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Kahler Financial Group, Inc.

Last updated on March 26, 2020
    • $152.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 526
      Accounts
    • $289.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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