Kyle R. Hanby

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CRD#: 6755711

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kyle Richard Hanby, CFP® was a registered financial professional .

Kyle is a previously registered financial professional and started their career in finance in 2017. Kyle had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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 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 Wealth, LLCs, employee and duties include assisting in running day to day operations, 140 hours per month with 100% worked during security trading hours. 2) Since 2/1/2018, have worked as a tax preparer at KFG Tax & Business Services, non investment related company, taxpreparation 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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Experience

Past

January 12, 2022 - October 16, 2025

KORHORN FINANCIAL GROUP

RIA

CRD#: 128606

GRANGER, IN

Past

August 31, 2018 - December 31, 2021

KORHORN FINANCIAL GROUP

RIA

CRD#: 128606

GRANGER, IN

Past

June 29, 2017 - July 30, 2018

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/14/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/30/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/29/2017

General Securities Representative Examination

Current Firm

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

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/15/2025)

Regulatory assets under management

Total Number of Accounts	5,478
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.

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Kyle R. Hanby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KORHORN FINANCIAL GROUP

KORHORN FINANCIAL GROUP

SILVER OAK SECURITIES, INCORPORATED

Primary Firm SEC Registration

KORHORN FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2017

SIE

Date: 7/30/2018

Series 7

Date: 6/29/2017

Current Firm

KORHORN FINANCIAL GROUP

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KORHORN FINANCIAL GROUP

TRUST BUT VERIFY

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