DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Kahler Financial Group, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Richard Steven KahlerKahler Financial Group, Inc. independent RIAKfg, LLC independent RIARIA to RIADec 22, 2025Sep 12, 2025
Nathaniel Gjermund GehringKahler Financial Group, Inc. independent RIAKfg, LLC independent RIARIA to RIADec 22, 2025Sep 23, 2025
Aaron Thomas FreemanKahler Financial Group, Inc. independent RIAKfg, LLC independent RIARIA to RIADec 22, 2025Sep 15, 2025
Cecilia Octavia Milagro FlemingKahler Financial Group, Inc. independent RIAKfg, LLC independent RIARIA to RIADec 22, 2025Sep 15, 2025
Brendan Richard PheasantKahler Financial Group, Inc. independent RIATuyyo Planning Group state registeredRIA to a state-registered adviserDec 20, 2023Dec 21, 2023
Brian Harlan WaldnerKahler Financial Group, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIAMar 31, 2023Feb 14, 2024 (320 d)
Christina LynnKahler Financial Group, Inc. independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankMay 31, 2022Jun 27, 2022
Nikolas Stefan BoyceKahler Financial Group, Inc. otherNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 27, 2017Dec 4, 2017 (221 d)
Jill Marie RolfsmeierKahler Financial Group, Inc. otherRBC Capital Markets, LLC national BDOtherJan 25, 2017May 28, 2024 (2680 d)
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9 moves match.