Benjamin T. Debock
KORHORN FINANCIAL GROUP
Edwardsburg, MI 49112
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CRD#: 6737685
Professional summary
Benjamin Thurston Debock, CFP® is a registered financial advisor currently at KORHORN FINANCIAL GROUP located in Edwardsburg, Michigan.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Benjamin has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 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 1/03/2017, have worked at Korhorn Financial Group, Inc, investment related, located at 6910 N. Main Street, Building 16 Unit 41, Granger, IN 46530. Parent company of Insurance, Tax and RIA LLCs. Position: employee and duties include assisting in the running of day to day operations, 180 hours spent per month, 140 hours spent per month during security trading hours. 2) Since 2/1/2018, 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 taxreturns. Spend approximately 40 hours per month at this business during February-April, 30 during security trading hours. 3) Since 7/24/2017, 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 providing support for the sale and service of insurance products. Spend approximately 18 hours per month at this business, 13 during security trading hours. 4) Since 8/15/2019 have worked as a Member with BNI, a non-investment related firm, which offers Business Networking and Referrals and is currently located at 1208 E. Douglas Rd., Mishawaka, IN. 46545. Duties include, attendance at meetings. Spend approximately 4 hours per month at this business; all of the time is during security trading hours. 5) Since 9/1/2018 have worked as Donor Services Chair with Young Life Michiana, a non-investment related firm, which offers Christian outreach to youth and is currently located at South Bend, IN. 46624. Duties include, attendance at meetings, working with donors to obtain commitments, does not include any access to finances. Spend approximately 4 hours per month at this business; none of the time is during security trading hours. 6) Since 4/1/20, have operated rental property for Benjamin and Lyndsay deBock rental, non-investment related, located at 5607 Hearst Court, Granger IN 46530. Duties include owner and rental property management. Spend approximately 1 hour per month on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Thurston Debock'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: 2019
Experience
Current
January 7, 2022 - Present
KORHORN FINANCIAL GROUP
Office #1: 69550 M-62, Edwardsburg, MI 49112Office #2: 6910 North Main Street Building 16, Unit 41, Granger, IN 46530-8855RIA
CRD#: 128606
Edwardsburg, MI
Past
June 26, 2017 - September 7, 2022
SILVER OAK SECURITIES, INCORPORATED
BD
CRD#: 46947
Granger, IN
Past
February 13, 2017 - December 31, 2021
KORHORN FINANCIAL GROUP
RIA
CRD#: 128606
GRANGER, 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(1/7/2022)
IAR
Michigan(1/7/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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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Company Information
KORHORN FINANCIAL GROUP
CRD#: 128606Edwardsburg, MI 49112TRUST BUT VERIFY
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