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
Arrivals at 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brendan Richard Pheasant | Securian Financial Services, Inc. independent RIA | Kahler Financial Group, Inc. independent RIA | RIA to RIA | Sep 15, 2022 | Oct 10, 2022 |
| Christina Lynn | Thrivent Investment Management Inc. BD affiliated | Kahler Financial Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2020 | Jan 5, 2021 |
| Brian Harlan Waldner | Citizens Private Wealth independent RIA | Kahler Financial Group, Inc. independent RIA | RIA to RIA | Dec 11, 2020 | Dec 1, 2021 (355 d) |
| Nathaniel Gjermund Gehring | Keatsconnelly independent RIA | Kahler Financial Group, Inc. independent RIA | RIA to RIA | Jul 1, 2019 | Jul 17, 2019 |
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4 moves match.