Emily Koch
Investment adviser representative at Kfg, LLC
19 yearsExperience
1 stateRegistered in
$188.1MFirm assets
1 yearFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Kfg, Inc.Apr 2025 to now
- LPL Financial LLC (waddell and Reed)Apr 2022 to Apr 2025
- Tagge Rutherford Financial GroupJul 2021 to Apr 2022
- Tractor Supply CompanyJan 2017 to Jun 2021
- StudentAug 2007 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (SD).
Kfg, LLC
$188.1MAssets managed
101Clients
8Advisers
1 yearIn 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
- 7406355
- Firm CRD
- 337331