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CRD 337331
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| RICHARD STEVEN KAHLER | Certified Financial Planner|Chartered Financial Consultant | Rapid City, SD | 1 | 43 | 2 | no |
| Cecilia Octavia Milagro Fleming | Certified Financial Planner | Rapid City, SD | 1 | 10 | 1 | no |
| BENJAMIN AARON PAULDING | Certified Financial Planner | Rapid City, SD | 0 | 13 | 1 | no |
| Emily Koch | n/a | Rapid City, SD | 0 | 19 | 1 | no |
| NATHANIEL GJERMUND GEHRING | Certified Financial Planner | Rapid City, SD | 0 | 21 | 8 | no |
| Karie Marie Swanson | Certified Financial Planner | Rapid City, SD | 0 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Freidel, Paul, Harold | CHIEF COMPLIANCE OFFICER, CEO AND MANAGING MEMBER | D | yes | 07/2025 | Jul 8, 2026 | Jul 8, 2026 |
| KAHLER FINANCIAL GROUP, INC. | Member | C | yes | 07/2025 | Jul 8, 2026 | Jul 8, 2026 |
| PAULDING, BENJAMIN, AARON | CFO/COO AND MANAGING MEMBER | B | no | 07/2025 | Jul 8, 2026 | Jul 8, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $188M | $144M | 10 | 10 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 1 | 2 | 12.5% | 0 | 0 | 0 | 6 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $188M | n/a | n/a | n/a | n/a | 10 | n/a | 0 | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| KAHLER FINANCIAL GROUP, INC. | 3 | Dec 22, 2025 | Sep 15, 2025 | RAPID CITY, SD | Firm absorbed | RIA to RIA | 75.0% |