Karie Swanson has been an investment adviser representative at KFG since August 2026, and is not listed among the firm’s executive officers or direct owners. Karie Swanson holds a B.S. in Business Management from Colorado State University Global Campus and a B.S. in Finance and Financial Planning from Colorado State University Global Campus.
KFG, LLC is a Rapid City, SD firm with $188M under management, 101 clients and 10 advisers in one office, as of its July 2026 filing.
Karie Swanson is Associate Planner at Kahler Financial Group. She joined the firm after 17 years in the utility industry across customer service and engineering. She passed the CFP exam in 2026 and completed the Amplified Planning Externship.
Investment adviser representative registrations
Karie Swanson is registered as an investment adviser representative in South Dakota, since August 2026.
- South DakotaSince 20 August 2026
Examinations
No examinations are on Karie Swanson’s record.
- Full name
- Karie Marie Swanson
- CRD
- 8330804
- Firm
- KFG · CRD 337331
- Office
- 429 Quincy St, Rapid City, SD 57701
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kahlerfinancial.com
Where does Karie Swanson work?
Karie Swanson is an investment adviser representative registered through KFG, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Karie Swanson a financial advisor?
Yes. Karie Swanson has a current investment-adviser registration in South Dakota, through KFG since August 2026.
How many years of experience does Karie Swanson have?
Karie Swanson has 0 years in the financial industry, since August 2026, across 1 adviser firm.
Where is Karie Swanson based?
Karie Swanson’s registered office is in Rapid City, SD.
Is Karie Swanson registered with FINRA?
No. Karie Swanson has no current broker registration.
How can I verify Karie Swanson’s record?
Search CRD 8330804 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karie Swanson’s full registration record.
