AdvisorOS Directory
Claim Profile
Unclaimed Profile
MW

Marcia Welch-Kahler

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marcia Welch-Kahler · RAPID CITY, SD
Registration
CRD #7245112 · KAHLER FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Marcia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Marcia is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in RAPID CITY?

Browse all registered financial advisors in RAPID CITY, South Dakota or claim this profile if it's yours.

Browse RAPID CITY AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at KAHLER FINANCIAL GROUP, INC.

Nathaniel Gjermund Gehring
RAPID CITY, SD
Alison Jill Scherr
RAPID CITY, SD
Richard Steven Kahler
RAPID CITY, SD

More Advisors in RAPID CITY, South Dakota

Douglas Allen Maher
BMS FINANCIAL ADVISORS, LLC·RAPID CITY, SD
Hugh Thomas Boyle
BMS FINANCIAL ADVISORS, LLC·RAPID CITY, SD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Dakota
SIOUX FALLS (45)WATERTOWN (9)ABERDEEN (3)MITCHELL (3)BROOKINGS (2)BRANDON (2)
City Guides
SIOUX FALLS GuideWATERTOWN GuideABERDEEN GuideMITCHELL GuideBROOKINGS Guide
Research
Advisor Fees in South DakotaNational Fee Analysis
Request removal of this profile