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Cecilia Octavia milagro Fleming

Investment adviser representative at Kfg, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$188.1MFirm assets

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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

10 years in the industry.

  1. Kfg, LLCSep 2025 to now
  2. Kahler Financial GroupApr 2023 to Sep 2025
  3. EvoadvisersJan 2019 to Feb 2023
  4. EvoadvisersMay 2018 to Dec 2018
  5. Pietech Inc.Jun 2017 to Aug 2017
  6. StudentAug 2016 to May 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

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
7751927
Firm CRD
337331
Advisor's SEC record (opens in a new tab)
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