Nathaniel G. Gehring

KAHLER FINANCIAL GROUP

Boca Raton, FL

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CRD#: 4961415

Professional summary

Nathaniel Gjermund Gehring, CFP®, who also goes by Nathan G Gehring, Nathaniel G Gehring, is a registered financial advisor currently at KAHLER FINANCIAL GROUP, INC. located in Boca Raton, Florida.

Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Nathaniel has worked at 8 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan G Gehring | Nathaniel G Gehring

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Gjermund Gehring's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

July 17, 2019 - Present

KAHLER FINANCIAL GROUP, INC.

RIA

CRD#: 124042

Boca Raton, FL

Current

September 23, 2025 - Present

Boca Raton, FL

Past

November 21, 2014 - July 1, 2019

KEATS, CONNELLY & ASSOCIATES, INC

RIA

CRD#: 148884

BOYNTON BEACH, FL

Past

July 8, 2014 - November 20, 2014

KEATS, CONNELLY & ASSOCIATES, INC

RIA

CRD#: 148884

PHOENIX, AZ

Past

August 19, 2013 - March 28, 2014

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

BOCA RATON, FL

Past

April 13, 2012 - June 13, 2013

CROSS BORDER PLANNING PARTNERS, LLC

RIA

CRD#: 153293

BOYNTON BEACH, FL

Past

April 13, 2012 - September 24, 2013

KEATS, CONNELLY & ASSOCIATES, INC

RIA

CRD#: 148884

BOYNTON BEACH, FL

Past

May 9, 2011 - March 20, 2013

CONCEPTUAL INVESTMENT ADVISORS, INC.

RIA

CRD#: 109724

APPLETON, WI

Past

October 20, 2010 - March 21, 2011

COUPLES FINANCIAL PLANNING & COACHING, LLC

RIA

CRD#: 154786

APPLETON, WI

Past

June 16, 2005 - November 9, 2005

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KAHLER FINANCIAL GROUP, INC.

CRD#: 124042 / SEC#: 801-62099

RIA

Registered Investment Advisory firm - (6/5/2003 Approved)

South Dakota

Registered Investment Advisory firm - (1/19/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/23/2019)

IAR

South Dakota
(7/17/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/1/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/15/2005

General Securities Representative Examination

Current Firm

KAHLER FINANCIAL GROUP, INC.

CRD#: 124042 / SEC#: 801-62099

RIA

Registered Investment Advisory firm - (6/5/2003 Approved)

South Dakota

Registered Investment Advisory firm - (1/19/2005 Terminated)

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Contact information

Main Address

1010 9th Street Suite 1, Rapid City, SD 57701

Mailing Address

Phone number

(605) 343-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	537
AUM (Assets Under Management)	$ 173,896,900

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Nathaniel G. Gehring

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Gjermund Gehring's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEATS, CONNELLY & ASSOCIATES, INC

KEATS, CONNELLY & ASSOCIATES, INC

UNITED CAPITAL FINANCIAL ADVISORS

CROSS BORDER PLANNING PARTNERS, LLC

KEATS, CONNELLY & ASSOCIATES, INC

CONCEPTUAL INVESTMENT ADVISORS, INC.

COUPLES FINANCIAL PLANNING & COACHING, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

KAHLER FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/1/2005

Series 7

Date: 6/15/2005

Current Firm

KAHLER FINANCIAL GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KAHLER FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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