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Brian K

Series 63, Series 65

Westlake, OH

Newedge Advisors

Brian Kahl is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mid Atlantic Capital Corp since 2006. Outside of his advisory roles, Kahl serves as Vice President of business development at Virtus and is President of The Kahl Group, LLC, an investment advisory and management firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, combining in-house manager selection and third-party strategies supported by technology and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jennifer K

Series 66

Westlake, OH

Newedge Advisors

Jennifer Kahl is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 23 years of industry experience. She has worked at NewEdge Advisors since 2021 and previously at Mid Atlantic Financial Management, Inc. from 2013 to 2021. In addition to her advisory role, she is a co-owner and advisor at The Kahl Group, LLC, where she provides financial planning and advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

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