AA
Allegrita P. Ashenfelter
KORHORN FINANCIAL GROUP
Edwardsburg, MI 49112
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CRD#: 6880423
AA
Professional summary
Allegrita P Ashenfelter, who also goes by Allegrita Ashenfelter, is a registered financial advisor currently at KORHORN FINANCIAL GROUP located in Edwardsburg, Michigan.
Allegrita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Allegrita has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Allegrita Ashenfelter
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 10/02/2017, have worked at Korhorn Financial Group, Inc, investment related, located at 6910 N. Main Street, Building 16Unit 41, Granger, IN 46530. Parent company of Insurance, Tax and RIA LLCs. Position: employee and duties includeassisting in the running of day to day operations, 180 hours spent per month, 140 hours spent per month during security trading hours. 2) 2) Since 8/8/2019, 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. 3) Since 11/2020, have operated rental properties for Paul and Allegrita Ashenfelter rental, non investment related, located at 411/413 W 7th St. Mishawaka, IN. 46544 & 810/810½ E. 3rd St. Mishawaka, IN. 46544 . 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 Allegrita P Ashenfelter'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®
NoneExperience
Current
January 12, 2022 - Present
KORHORN FINANCIAL GROUP
Office #1: 69950 M-62, Edwardsburg, MI 49112RIA
CRD#: 128606
Edwardsburg, MI
Past
November 13, 2018 - 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
Michigan(1/12/2022)
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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