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BS

Brandon J. Stoller

KORHORN FINANCIAL GROUP
Granger, IN 46530-8855
Some features on this profile are disabled
CRD#: 6534095
BS

Professional summary

Brandon James Stoller, who also goes by Brandon J Stoller, Brandon Stoller, is a registered financial advisor currently at KORHORN FINANCIAL GROUP located in Granger, Indiana.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brandon has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brandon J Stoller | Brandon Stoller

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 Brandon James Stoller'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®
None

Experience

Current

April 11, 2022 - Present

KORHORN FINANCIAL GROUP

Office #1: 6910 North Main Street Building 16, Unit 41, Granger, IN 46530-8855
RIA
CRD#: 128606
Granger, IN
Past

January 11, 2021 - March 24, 2022

WAYFINDER FINANCIAL LLC

RIA
CRD#: 304106
Indianapolis, IN
Past

April 12, 2016 - November 3, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
INDIANAPOLIS, IN
Past

October 12, 2015 - February 3, 2016

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
INDIANAPOLIS, 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
Indiana
(4/11/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/11/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/20/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/3/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/12/2015
Investment Company Products/Variable Contracts Representative 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)
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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)

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#: 128606Granger, IN 46530-8855

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