Nathaniel
Gehring
Kahler Financial Group, Inc
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About this Advisor
Nathaniel Gehring is a certified financial planner working out of Boca Raton, Florida with a total of 4 years of industry experience. Gehring is an advisor for Kahler Financial Group, Inc. Over the course of their career, Gehring has held roles at Keats, Connelly And Associates, LLC, Cross Border Planning Partners, LLC, United Capital Financial Advisers, LLC, Keatsconnelly and Kahler Financial Group, Inc. Gehring holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and South Dakota. Kahler Financial Group, Inc is a financial advisory business operating out of Rapid City, SD. It handles $158 million in total assets between its 535 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 535 customer accounts, 49% are held by high-net-worth individuals who have at least $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars and other services. Fees for financial management typically vary depending on which services are provided. However, fees billed by Kahler Financial Group, Inc can include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kahler Financial Group, Inc Brokerage Details
$158,100,000
4
535
$295,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Nathaniel Gehring Work History
Nathaniel has been registered as a financial advisor for 4 years.*
Kahler Financial Group, Inc
Keatsconnelly
United Capital Financial Advisers, LLC
Keats, Connelly And Associates, LLC
Cross Border Planning Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathaniel Gehring to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kahler Financial Group, Inc
Boca Raton, FL
Rapid City, SD
Rapid City, SD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
