CF
Cecilia O. Fleming
KAHLER FINANCIAL GROUP
Rapid City, SD 57701
Some features on this profile are disabled
CRD#: 7751927
CF
Professional summary
Cecilia Octavia Milagro Fleming is a registered financial advisor currently at KAHLER FINANCIAL GROUP, INC. located in Rapid City, South Dakota.
Cecilia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Cecilia has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
O. C. Fleming Taxes; Not investment-related; located in Midlothian, VA; Tax Preparation for Long Haul Truckers; Admin; since 2017; 2 hrs/month none during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Cecilia Octavia Milagro Fleming's 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®
NoneExperience
Current
May 30, 2023 - Present
KAHLER FINANCIAL GROUP, INC.
Office #1: 1010 9th St #1, Rapid City, SD 57701RIA
CRD#: 124042
Rapid City, SD
Current
September 15, 2025 - Present
Office #1: 1010 9th Street Suite 1, Rapid City, SD 57701
Rapid City, SD
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.
BUSINESS SERVICES CORPORATION | KHALER FINANCIAL GROUP | KAHLER FINANCIAL GROUP, LLC | KAHLER FINANCIAL GROUP, INC. | KAHLER FINANCIAL GROUP | BUSINESS SERVICES, 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)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
South Dakota(5/30/2023)
Exams
Current Firm
KAHLER FINANCIAL GROUP, INC.
BUSINESS SERVICES CORPORATION | KHALER FINANCIAL GROUP | KAHLER FINANCIAL GROUP, LLC | KAHLER FINANCIAL GROUP, INC. | KAHLER FINANCIAL GROUP | BUSINESS SERVICES, 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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
7
SEC notice filing (4 States and Territories)
Documents
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.
Company Information
KAHLER FINANCIAL GROUP, INC.
CRD#: 124042Rapid City, SD 57701TRUST BUT VERIFY
Monitor Cecilia Fleming
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
