Melissa L Kahler
Investment adviser representative at LPL Financial LLC
23 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- LPL Financial LLCOct 2023 to now
- Colonial LifeNov 2021 to Oct 2023
- Transamerica Financial Advisors, IncNov 2019 to Oct 2023
- Melissa Kahler Admin ServicesAug 2018 to Oct 2020
- Benefit Solutions Group, LLCNov 2017 to Oct 2023
- WealthwaveNov 2017 to Oct 2023
- World Financial GroupNov 2017 to Oct 2023
- Colonial LifeNov 2017 to Mar 2019
- American Income LifeMay 2017 to Nov 2017
- UnemployedFeb 2017 to May 2017
- Nevada State BankMar 2016 to Feb 2017
- Net Law GroupDec 2003 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NV).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4769608
- Firm CRD
- 6413