Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63, Series 65, Series 66
Experience Industry experience
24 years
Location
Dover, DE
Chapin, Davis
Team
Robert Kaehler is a financial advisor with Chapin Davis, Inc. He holds the ChFC® designation and securities licenses Series 63, 65, and 66, and has 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Hornor Townsend & Kent Inc, and J.P. Morgan, as well as serving in the U.S. Air Force for 24 years. He has also taught at Wilmington University and the University of Delaware. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets across several hundred client relationships. The firm employs a combination of fundamental and technical analysis and offers discretionary and advisory portfolio management through a multi-advisor team.
Based on Chapin, Davis
$0 - $50,000: $50,001 - $250,000: $250,001+:
Account minimum: $10,000
Dover, DE
Dover DE
Advisors at this office
1
Delaware · Maryland
24 years of industry experience
Chapin Davis, Inc.
2024 - Present • 2 years
Baltimore, MD
Avantax Investment Services, Inc.
2021 - 2022 • 1 year
Dallas, TX
Avantax Advisory Services
2021 - 2022 • 1 year
Dallas, TX
Voca, LLC
2021 - 2022 • 1 year
Rochester, MN
Wilmington University
2021 - 2024 • 3 years
Wilmington, DE
University of Delaware
2021 - 2022 • 1 year
Newark, DE
Hornor Townsend & Kent Inc
2017 - 2019 • 2 years
Horsham, PA
Jpmorgan Investment Management Inc.
2013 - 2016 • 3 years
Newark, DE
J.P. Morgan Institutional Investments Inc.
2013 - 2016 • 3 years
Newark, DE
U.S. Air Force
1997 - 2021 • 24 years
Dover, DE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Dover, DE
Big Investment Services
Daniel Venable is a Series 65-credentialed advisor with two years of industry experience. He is currently with Big Investment Services and previously worked at Boothe Investment Group, Inc. Outside of financial services, he has experience at Beracah Homes, Inc. and Enterprise Rent-A-Car. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach using index mutual funds, ETFs, and select individual equities, and offers distinctive services such as a wrap-fee program and third-party securities class-action claim monitoring.
CFP®
Dover, DE
CSG Financial
Steve has always felt that his role as an advisor should exclusively be to serve those who have put their trust in him and to do it to the best of his abilities, by any means necessary. So, he decided to take a step that many advisors are increasingly considering: 1. Transitioning to a fee-only model. 2. Requiring that all clients are always served in a fiduciary capacity. 3. Taking ownership and control of his practice. He believes this approach realigns his incentives with his clients' best interests and empowers him to develop financial plans free from undue influence. In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks among various other outdoor adventures like shark diving.
Series 65
Dover, DE
Big Investment Services
Anna Hibbitt is a financial advisor at Big Investment Services with five years of industry experience and holds a Series 65 designation. She has worked previously at Boothe Investment Group, Inc., and is a partner at Excel Bookkeeping, a nonprofit focused on consulting, training, bookkeeping, and grant writing in Dover, DE. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $425 million across about 617 client relationships and employs a tactical index investment approach that combines index mutual funds, ETFs, and select individual equities with fundamental, technical, and cyclical analysis.
Series 63, Series 65
Dover, DE
CSG Financial
Zachary Stone is a financial advisor at CSG Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Diamond State Financial Group and Cetera Advisor Networks. CSG Financial provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and employer plan sponsors. The firm combines passive and active strategies with discretionary trading and offers alternative investment options, including potential cryptocurrency exposure.
CFP®, Series 66
Dover, DE
CSG Financial
Shane Galante is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at CSG Financial. Prior to joining CSG Financial, he held positions at Cetera Advisor Networks LLC and Diamond State Financial Group. In addition to his financial advisory work, Mr. Galante is a registered nurse at a mental health clinic. CSG Financial provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a blend of passive and active strategies, offers alternative investment options including cryptocurrency, and serves a range of clients through a small team of three advisors.
Series 63, Series 65
Dover, DE
Big Investment Services
David Boothe is a financial advisor at Big Investment Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Boothe Investment Group Inc. His outside business activity includes a partnership in DL FIVE LLC. Big Investment Services offers discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach and sponsors a wrap-fee program that combines advisory services with most transaction costs.
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