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Bloomberg Lists KFG Largest Financial Planner In 7 State Area

I recently came across a quote from award-winning writer Robert Silverberg that pretty much summed up how I wanted to open this article:

“My temperament is not inclined toward more self-promotion than is absolutely necessary for my professional well-being.”

Those of you who know me well, know that I let life keep my ego in check. Occasionally however, some exciting news shines down upon us here that is somewhat difficult to suppress. And since it affects you and your decision to have Kahler Financial Group provide you with financial planning and investment services, I feel it is appropriate to share it.

In the August 2006 issue of Bloomberg’s Wealth Manager’s magazine, Kahler Financial Group was honored as one of the top financial planning firms in the nation.

The survey, which ranks firms by the size of the average client’s assets, ranked Kahler Financial Group as the largest financial planning firm in a seven state area. Those states include: South Dakota, North Dakota, Montana, Utah, Wyoming, Nebraska, and Iowa. Add the state of Minnesota, and shockingly, KFG is the second largest firm in the surrounding eight state area and third in a ten state area when you add Kansas and Oklahoma.

Bloomberg limits their listing to the 400 planning firms in the nation. When compared to the entire United States, KFG is 126th, up from 212th last year.

Now, here is another startling fact; KFG is the largest or second largest financial planning firm in over 50% of the United States, that’s 26 states in all! Here is a complete list of those states and our ranking withing the state:

  • Maine – 1st
  • New Hampshire – 1st
  • Kentucky – 1st
  • Rhode Island – 1st
  • Mississippi – 1st
  • Arkansas – 1st
  • West Virginia – 1st
  • Idaho – 2nd
  • Oregon – 2nd
  • Louisiana – 2nd
  • Vermont – 2nd
  • Conneticut – 2nd
  • New Mexico – 2nd
  • North Carolina – 2nd
  • South Carolina – 2nd
  • Nevada – 2nd
  • Wisconsin – 3rd
  • Michigan – 3rd
  • Tennessee – 3rd
  • Alabama – 3rd
  • Missouri – 4th
  • Colorado -5th
  • Texas – 5th

I just can’t help but to be especially proud of our team here at KFG, your team actually, and the stellar work that takes place here. Once again, we wish to thank you for your continued business and trust. As important as this news is to us, we realize that it would not be possible without our clients and our support in the business community.

I wish you a happy and safe summer, and I look forward to speaking with you soon.

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One Response to Bloomberg Lists KFG Largest Financial Planner In 7 State Area

  1. Laura Longville July 12, 2006 at 10:34 am #

    What an honor to receive such a recognition! The recognition represents a philosphy that works!