In the August 2008 issue of Wealth Manager magazine, Kahler Financial Group was honored as one of the top financial planning firms in the nation. This is the fourth year we’ve received this honor.
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 six-state area. Those states include: South Dakota, North Dakota, Montana, Utah, Wyoming, and Nebraska. Add the states of Minnesota and shockingly, KFG is the second largest firm in the surrounding seven-state area. Including Kansas, Iowa, and Utah makes KFG fifth in a ten-state area.
Wealth manager limits its listing to the top 500 planning firms in the nation. When compared to the entire United States, KFG is 162nd, down from 142th last year. KFG’s average client has $2.0 million in managed assets as compared to the national average of $1.4 million.
I am proud of our team here at KFG for providing a high level of service to our clients. 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.