Matthew C. Hoke
KORHORN FINANCIAL GROUP
Edwardsburg, MI 49112
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CRD#: 4714895
Professional summary
Matthew Christopher Nels Hoke, CFP®, ChFC® is a registered financial advisor currently at KORHORN FINANCIAL GROUP located in Edwardsburg, Michigan.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 4 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
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.
1) Since 9/17/2013, have worked as a tax preparer at KFG Tax & Business Services, non investment related company, tax preparation firm, located at 6910 N. Main St., Building 16, Unit 41, Granger, IN. 46530. Duties include preparing tax returns. Spend approximately 10 hours per month at this business, all of the time during security trading hours.
2) Since 9/17/2013, have worked as an insurance agent at KFG Insurance Agency, non investment related company, insurance sales firm, located at 6910 N. Main St., Building 16, Unit 41, Granger, IN. 46530. Duties include presenting insurance alternatives, making recommendations, and selling insurance policies. Spend approximately 5 hours per month at this business, all of the time during security trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Christopher Nels Hoke'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: 2012
Experience
Current
January 10, 2022 - Present
KORHORN FINANCIAL GROUP
Office #1: 69950 M-62, Edwardsburg, MI 49112RIA
CRD#: 128606
Edwardsburg, MI
Past
September 17, 2010 - December 31, 2021
KORHORN FINANCIAL GROUP
RIA
CRD#: 128606
GRANGER, IN
Past
July 11, 2007 - August 1, 2016
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GOSHEN, IN
Past
September 15, 2006 - July 2, 2007
NATCITY INVESTMENTS, INC.
RIA
CRD#: 17490
MISHAWAKA, IN
Past
September 15, 2006 - July 2, 2007
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
MISHAWAKA, IN
Past
March 8, 2004 - August 28, 2006
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
MISHAWAKA, IN
Past
January 8, 2004 - August 28, 2006
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
MISHAWAKA, IN
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.Highlighted states indicate IAR registrations
IAR
Michigan(1/10/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck 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 (19 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KORHORN FINANCIAL GROUP
CRD#: 128606Edwardsburg, MI 49112TRUST BUT VERIFY
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