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Matthew Christopher Nels Hoke

Matthew C. Hoke

KORHORN FINANCIAL GROUP
Edwardsburg, MI 49112
Some features on this profile are disabled
CRD#: 4714895
Matthew Christopher Nels Hoke

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Christopher Nels Hoke's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2012

ChFC®

Chartered Financial Consultant

Experience

Current

January 10, 2022 - Present

KORHORN FINANCIAL GROUP

Office #1: 69950 M-62, Edwardsburg, MI 49112
RIA
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
RR
IAR
Series 66
Date: 2/7/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/1/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 12/27/2007
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 1/6/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/3/2007
General Securities Principal Examination

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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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (12/12/2025)

Regulatory assets under management

Total Number of Accounts5,478
AUM (Assets Under Management)$ 934,546,730

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KORHORN FINANCIAL GROUP

CRD#: 128606Edwardsburg, MI 49112

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