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Marcia Welch-Kahler

KAHLER FINANCIAL GROUP, INC.·RAPID CITY, South Dakota
Unclaimed Profile
1010 9TH STREET, RAPID CITY, SD 57701CRD# 7245112Firm CRD# 124042
01

About

Marcia Welch-Kahler is a registered financial advisor based in RAPID CITY, South Dakota, affiliated with KAHLER FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KAHLER FINANCIAL GROUP, INC.
KAHLER FINANCIAL GROUP, INC.
AUM
$158M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KAHLER FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: BLENDED FEES BASED ON % OF AUM, NW AND SCOPE OF ENGAGEMENT
Regulatory
SEC/IARD CRD# 7245112
Firm CRD# 124042
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marcia Welch-Kahler offer?
Marcia Welch-Kahler specializes in Financial Planning, Investment Management. Contact their office in RAPID CITY, South Dakota for a consultation.
What are Marcia Welch-Kahler's credentials?
Marcia Welch-Kahler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcia Welch-Kahler located?
Marcia Welch-Kahler is based in RAPID CITY, South Dakota, working with KAHLER FINANCIAL GROUP, INC.. Their office serves clients in the RAPID CITY metropolitan area and surrounding communities.
How does Marcia Welch-Kahler charge for services?
Marcia Welch-Kahler'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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Other advisors in RAPID CITY
Richard Steven Kahler — KAHLER FINANCIAL GROUP, INC.Hugh Thomas Boyle — BMS FINANCIAL ADVISORS, LLCDouglas Allen Maher — BMS FINANCIAL ADVISORS, LLCAlison Jill Scherr — KAHLER FINANCIAL GROUP, INC.Nathaniel Gjermund Gehring — KAHLER FINANCIAL GROUP, INC.
Nearby cities in South Dakota
SIOUX FALLS (45)WATERTOWN (9)ABERDEEN (3)MITCHELL (3)BROOKINGS (2)
City Guides
SIOUX FALLS GuideWATERTOWN GuideABERDEEN GuideMITCHELL GuideBROOKINGS Guide
Research
Advisor Fees in South DakotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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