Cecilia
Fleming

Kahler Financial Group, Inc

CRD#7751927
Investment Advisor
in Rapid City, SD

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About this Advisor

Cecilia Fleming is a financial advisor based in Rapid City, South Dakota, working with Kahler Financial Group, Inc. Cecilia has previously held positions at Kahler Financial Group, Evoadvisers, Student, and Pietech Inc. Cecilia is registered to provide services in South Dakota. Currently, Cecilia is part of Kahler Financial Group, Inc, which operates out of Rapid City, South Dakota. The firm has 5 employees and manages assets totaling $158.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars, and other services. The fee structure at Kahler Financial Group, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1010 9Th St #1
Rapid City, SD 57701

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Kahler Financial Group, Inc Brokerage Details

Total Assets Under Management

$158,326,000

SD Average: $198,545,545
Total Number of Employees

5

SD Average: 4
Total Number of Accounts

530

SD Average: 691
Average Account Size

$298,728

SD Average: $287,331

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Cecilia Fleming Work History

2023 - Present (1 year)

Kahler Financial Group

2019 - 2023 (4 years)

Evoadvisers

2018 - 2018 (< 1 year)

Evoadvisers

2017 - 2017 (< 1 year)

Pietech Inc

2016 - 2018 (2 years)

Student

2012 - 2016 (4 years)

Student

Disclosures

Please visit the SEC profile of Cecilia Fleming 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

Nathaniel Gehring
Boca Raton, FL
Aaron Freeman
Rapid City, SD
Rose Zealand
Rapid City, SD
Cecilia Fleming
Rapid City, SD
Richard Kahler
Rapid City, SD

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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