Unclaimed Profile

Alison Jill Scherr

KAHLER FINANCIAL GROUP, INC.·RAPID CITY, South Dakota

SIE, Series 7, Series 66Clean record11 years registeredKAHLER FINANCIAL GROUP, INC.

1010 9TH STREET, RAPID CITY, SD 57701CRD# 6081121Firm CRD# 124042

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alison Jill Scherr · RAPID CITY, SD

Registration

CRD #6081121 · KAHLER FINANCIAL GROUP, INC. · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KAHLER FINANCIAL GROUP, INC.

CITIGROUP GLOBAL MARKETS INC.

Sep 2014 – Jan 2018

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 16, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KAHLER FINANCIAL GROUP, INC.

CRD 124042 · SEC 801-62099

AUM

$158M

Regulatory assets under management

Employees

530 client accounts

Services offered by KAHLER FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KAHLER FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Alison Jill Scherr offer?

Alison Jill Scherr specializes in Financial Planning, Investment Management.

What are Alison Jill Scherr's credentials?

Alison Jill Scherr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alison Jill Scherr located?

Alison Jill Scherr is based in RAPID CITY, South Dakota, last registered with KAHLER FINANCIAL GROUP, INC..

How does Alison Jill Scherr charge for services?

Alison Jill Scherr's firm is compensated through percentage of aum, hourly charges, subscription fees, other: blended fees based on % of aum, nw and scope of engagement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KAHLER FINANCIAL GROUP, INC.?

KAHLER FINANCIAL GROUP, INC. has approximately 5 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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