RK
ChFC
RK
ChFC

Robert James Kaehler

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
498 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$539.1M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Chapin, Davis
January 2024 - Present · 2 yrs 1 mo
Chapin, DavisBroker
January 2024 - Present · 2 yrs 1 mo
Chapin Davis Asset Management
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Avantax Investment Services, INC.Broker
December 2021 - March 2022 · 3 mos
Avantax Advisory Services
December 2021 - March 2022 · 3 mos
Hornor, Townsend & Kent, LLCBroker
January 2017 - August 2019 · 2 yrs 7 mos
J.P. Morgan Institutional Investments INC.Broker
May 2013 - November 2016 · 3 yrs 6 mos
Equity Services, INC.Broker
June 2012 - November 2012 · 5 mos
Nationwide Securities, LLCBroker
February 2005 - June 2012 · 7 yrs 4 mos
1717 Capital Management CompanyBroker
August 2000 - August 2008 · 8 yrs
Chase Investment Services CORP.Broker
July 1998 - July 2000 · 2 yrs
MML Investors Services, INC.Broker
March 1997 - June 1998 · 1 yr 3 mos
State Registrations3 states
DEMDSD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.