Karie Swanson
KFG · Rapid City, South Dakota
Karie Swanson is a fee-only financial advisor at KFG in Rapid City, South Dakota, who holds the CFP credential. KFG reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | KFG |
|---|---|
| Based in | Rapid City, South Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $188.1M across 516 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SD · CRD 8330804 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | kahlerfinancial.com |
How Karie's firm compares
- KFG's average account is about $365,000, from its Form ADV (assets managed divided by 516 accounts).
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Questions about Karie
Is Karie Swanson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karie holds no broker registration, and KFG reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karie charge for financial advice?
Karie's firm, KFG, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Karie Swanson based?
Karie Swanson is based in Rapid City, South Dakota.
What credentials does Karie Swanson hold?
Karie Swanson holds the CFP credential.
Is Karie Swanson registered with the SEC?
Yes. Karie Swanson is registered as an investment adviser representative in SD (CRD 8330804), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KFG manage?
KFG reports $188.1M across 516 accounts in assets under management.
How do I contact Karie Swanson?
Through Karie's website, kahlerfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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