Kevin S. Korhorn
KORHORN FINANCIAL GROUP
Granger, IN 46530-8855
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CRD#: 2457232
Professional summary
Kevin Sidney Korhorn, AIF®, CFP®, ChFC® is a registered financial advisor currently at KORHORN FINANCIAL GROUP located in Granger, Indiana and SILVER OAK SECURITIES, INCORPORATED located in Granger, Indiana.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Kevin has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Small Business Planning
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Social Security Planning
Employee and Employer Plan Ben...
Education Planning
Retirement Planning
Retirement Income Management
Insurance Planning
Long-term Care
Business Succession Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Sidney Korhorn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
January 7, 2022 - Present
KORHORN FINANCIAL GROUP
Office #1: 6910 North Main Street Building 16, Unit 41, Granger, IN 46530-8855RIA
CRD#: 128606
Granger, IN
Current
August 3, 2016 - Present
SILVER OAK SECURITIES, INCORPORATED
Office #1: 6910 North Main Street Building 16, Unit 41, Granger, IN 46530-8855RIA
BD
CRD#: 46947
Granger, IN
Past
April 15, 2004 - December 31, 2021
KORHORN FINANCIAL GROUP
RIA
CRD#: 128606
GRANGER, IN
Past
March 6, 2002 - May 13, 2004
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
GRANGER, IN
Past
February 20, 2002 - August 1, 2016
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GRANGER, IN
Past
December 14, 1998 - December 31, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SOUTH BEND, IN
Past
May 6, 1994 - December 31, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 6, 1994 - December 31, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KF
KORHORN FINANCIAL GROUP
KFG WEALTH MANAGEMENT, LLC | KORHORN FINANCIAL GROUP, INC. | KORHORN FINANCIAL GROUP
CRD#: 128606 / SEC#: 801-78914
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Florida
Registered Investment Advisory firm - (3/4/2014 Terminated)Indiana
Registered Investment Advisory firm - (3/4/2014 Terminated)Michigan
Registered Investment Advisory firm - (3/6/2014 Terminated)Texas
Registered Investment Advisory firm - (3/4/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/3/2016)
RR
Colorado(2/27/2018)
RR
Florida(8/3/2016)
RR
Georgia(8/3/2016)
RR
Illinois(8/3/2016)
RR
Indiana(8/5/2016)
IAR
Indiana(1/7/2022)
RR
Kansas(4/8/2025)
IAR
Louisiana(1/7/2022)
RR
Maryland(2/27/2018)
RR
Michigan(8/3/2016)
RR
Minnesota(9/20/2016)
RR
North Carolina(8/3/2016)
RR
Ohio(8/3/2016)
RR
Oklahoma(1/22/2020)
RR
Tennessee(4/19/2023)
RR
Texas(8/3/2016)
IAR
Texas(1/7/2022)
RR
Vermont(1/3/2025)
RR
Virginia(8/3/2016)
RR
Wisconsin(8/3/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KF
KORHORN FINANCIAL GROUP
KFG WEALTH MANAGEMENT, LLC | KORHORN FINANCIAL GROUP, INC. | KORHORN FINANCIAL GROUP
CRD#: 128606 / SEC#: 801-78914
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Florida
Registered Investment Advisory firm - (3/4/2014 Terminated)Indiana
Registered Investment Advisory firm - (3/4/2014 Terminated)Michigan
Registered Investment Advisory firm - (3/6/2014 Terminated)Texas
Registered Investment Advisory firm - (3/4/2014 Terminated)PREMIUM
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Contact information
Main Address
6910 North Main Street Building 16, Unit 41, Granger, IN 46530-8855
Mailing Address
Phone number
(574) 247-5898
Established
Firm type
Fiscal year end
# of Employees
90
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,478 |
| AUM (Assets Under Management) | $ 934,546,730 |
Red Flags
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Company Information
KORHORN FINANCIAL GROUP
CRD#: 128606Granger, IN 46530-8855TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
