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Advisor at KFG, LLC
Rapid City, SD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KFG, LLC | Independent wealth | Sep 23, 2025 | n/a | yes | Rapid City, SD | Current employment |
| KAHLER FINANCIAL GROUP, INC. | Former SEC adviser | Jul 17, 2019 | Dec 22, 2025 | no | Boca Raton, FL | Previous registration |
| Keatsconnelly | Former SEC adviser | Nov 21, 2014 | Jul 1, 2019 | no | BOYNTON BEACH, FL|PHOENIX, AZ | Previous registration |
| Keatsconnelly | Former SEC adviser | Jul 8, 2014 | Nov 20, 2014 | no | PHOENIX, AZ | Previous registration |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Aug 19, 2013 | Mar 28, 2014 | no | BOCA RATON, FL | Previous registration |
| CROSS BORDER PLANNING PARTNERS, LLC | Former SEC adviser | Apr 13, 2012 | Jun 13, 2013 | no | BOYNTON BEACH, FL | Previous registration |
| Keatsconnelly | Former SEC adviser | Apr 13, 2012 | Sep 24, 2013 | no | BOYNTON BEACH, FL|PHOENIX, AZ | Previous registration |
| CONCEPTUAL INVESTMENT ADVISORS, INC. | n/a | May 9, 2011 | Mar 20, 2013 | no | APPLETON, WI | Previous registration |
| COUPLES FINANCIAL PLANNING & COACHING, LLC | n/a | Oct 20, 2010 | Mar 21, 2011 | no | APPLETON, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KAHLER FINANCIAL GROUP, INC. | KFG, LLC | Dec 22, 2025 | Sep 23, 2025 | -90 | Firm change after gap | RIA to RIA |
| Keatsconnelly | KAHLER FINANCIAL GROUP, INC. | Jul 1, 2019 | Jul 17, 2019 | 16 | Firm change | RIA to RIA |
| UNITED CAPITAL FINANCIAL ADVISORS | Keatsconnelly | Mar 28, 2014 | Jul 8, 2014 | 102 | Firm change | Other |
| Keatsconnelly | UNITED CAPITAL FINANCIAL ADVISORS | Sep 24, 2013 | Aug 19, 2013 | -36 | Firm change after gap | Other |
| CROSS BORDER PLANNING PARTNERS, LLC | Keatsconnelly | Jun 13, 2013 | Apr 13, 2012 | -426 | Channel change | Other |
| CONCEPTUAL INVESTMENT ADVISORS, INC. | CROSS BORDER PLANNING PARTNERS, LLC | Mar 20, 2013 | Apr 13, 2012 | -341 | Firm change after gap | Other |
| COUPLES FINANCIAL PLANNING & COACHING, LLC | CONCEPTUAL INVESTMENT ADVISORS, INC. | Mar 21, 2011 | May 9, 2011 | 49 | Firm change | Other |