Richard
Kaser
Kmg Fiduciary Partners, LLC
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About this Advisor
Richard Kaser is a certified financial planner operating out of Toledo, Ohio with 5 years of industry experience. Kaser currently works for Kmg Fiduciary Partners, LLC. Their career trajectory has included roles at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Kmg Fiduciary Partners, LLC. Kaser holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio and Texas. Kmg Fiduciary Partners, LLC is a financial advisory firm based in Toledo, OH. The company has offices in four locations and a total of 16 financial advisors. It administers $1 billion in assets under management between its 3,237 accounts, placing it among the larger firms in the country by assets under management. The firm advises four charitable organizations. Of its 3,237 client accounts, 31% belong to high-net-worth clients who have at least $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically vary depending on which services are provided. Fee types charged by Kmg Fiduciary Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kmg Fiduciary Partners, LLC Brokerage Details
$1,007,846,931
16
3,237
$311,352
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Richard Kaser Work History
Richard has been registered as a financial advisor for 5 years.*
Kmg Fiduciary Partners, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley & Co. Inc
Morgan Stanley Smith Barney
*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 Richard Kaser 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 Kmg Fiduciary Partners, LLC
Toledo, OH
Toledo, OH
Toledo, OH
Birmingham, MI
Birmingham, MI
Toledo, OH
Toledo, OH
Toledo, OH
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.
