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Michael Edward Kahler

Advisor at Eagle Strategies (NY Life) — Dell Rapids, SD

Updated today

Credentials

ChFC®, Series 63

Experience

40 years

Location

Dell Rapids, SD 57022

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,484

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Michael Kahler is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® designation and Series 63 license. He has 40 years of industry experience and has been affiliated with Eagle Strategies and New York Life since 1985. Kahler also operates Kahler Financial Services, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour

Location

See office

Dell Rapids, SD

301 E 4th, Suite 5

Dell Rapids SD 57022

Advisors at this office

1

Most active in

South Dakota

Work history

40 years of industry experience

Great Life

2015 - 2017 • 2 years

Dell Rapids, SD

Kahler Financial Services

2005 - Present • 21 years

Dell Rapids, SD

Eagle Strategies (NY Life)

2003 - Present • 23 years

Dell Rapids, SD

Nylife Securities Inc.

1985 - Present • 41 years

Sioux Falls, SD

New York Life Ins Co

1985 - Present • 41 years

Sioux Falls, SD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Carter S

Series 63, Series 65

Dell Rapids, SD

IAMS Wealth Management, LLC

Carter Schmitz is a financial advisor at IAMS Wealth Management, LLC with Series 63 and Series 65 credentials. He has one year of industry experience and has held roles at Next Point Technology, Inc., The Integrity Group, LLC, and Northwestern Mutual. Outside of his advisory work, he serves as treasurer for student organizations at Augustana University. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and consulting using proprietary and third-party model portfolios with an asset-allocation approach across multiple asset classes.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Dustin S

Series 66

Dell Rapids, SD

LPL Financial

Dustin Steckler is a financial advisor with LPL Financial in Dell Rapids, SD, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at First Interstate Bank and has a background in education and community involvement, including positions with the Dell Rapids School District and the Dell Rapids Baseball Association. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Bruce M

Series 63, Series 65

Dell Rapids, SD

LPL Financial

Bruce Mogen is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and First Interstate Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)

Rodger D

Series 66

Dell Rapids, SD

Edward Jones

Rodger Dooley is a financial advisor with Edward Jones in Dell Rapids, SD, holding a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2021 and previously worked at Saia Inc for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Military & Veterans
user avatar

Lesley S

CFP®, Series 66

Dell Rapids, SD

Edward Jones

Lesley Simanek is a CFP® certificant with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Cory V

CFP®, Series 63, Series 66

Dell Rapids, SD

Edward Jones

Cory Van Duyn is a CFP® professional with 24 years of experience at Edward Jones, where he has been since 2002. He holds the Series 63 and Series 66 licenses. Outside of financial advising, he is involved in ethanol production through POET Bio Refining in Sioux Falls, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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