Brian Matthew Kahl

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → Present
  Mid Atlantic Capital Corp
  Westlake, OH
• 11/2021 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2007-12-05 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Avon, OH
  Avon, OH
  Avon, OH
  Pittsburgh, PA
  Westlake, OH
• 2001-02-08 → 2005-12-14
  Invesmart Advisors Inc
  Cleveland, OH

Other Businesses

1)VIRTUS~NOT INVESTMENT RELATED~AVON, OH 44011~CONSULTING~VICE PRESIDENT~FEBRUARY 2006~80HRS PER MONTH~80HRS PER MONTH DURING MARKET~NEW BUSINESS DEVELOPMENT - - - - - - - - - - - - 2)THE KAHL GROUP, LLC~INVESTMENT RELATED~1991 CROCKER ROAD, SUITE 600, WESTLAKE, OH 44145~INVESTMENT ADVISORY/MANAGEMENT SERVICES~PRESIDENT/ADVISOR~JULY 2005~160HRS PER MONTH~160HRS PER MONTH DURING MARKET~INVESTMENT ADVISORY AND MANAGEMENT SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1995-06-14