BS
Bradley M. Simich
KORHORN FINANCIAL GROUP
Edwardsburg, MI 49112
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CRD#: 6930673
BS
Professional summary
Bradley Milinko Simich is a registered financial advisor currently at KORHORN FINANCIAL GROUP located in Edwardsburg, Michigan.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bradley has worked at 4 firms and has passed the Series 66, 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. Korhorn Financial Group, Inc.; Investment Related; 6910 N Main St; Bldg 16 Unit 41; Granger IN 46530; Employee; 11/2023;160 hr/Mo; All during trading hours 2. KFG Insurance Agency, LLC; Not Investment Related; 6910 N Main St; Bldg 16 Unit 41; Granger IN 46530; Insurance Advisor; 11/2023; 50 hr/Mo; some during trading hours 3. KFG Tax and Business Services, LLC; Not Investment Related; 6910 N Main St; Bldg 16 Unit 41; Granger IN 46530; Tax Preparer; 11/2023; 80 hr/Mo during the months of Feb-Apr; some during trading hours 4. Just Add H2O; Not Investment Related; 17911 SR 23 South Bend IN 46635; Scuba equipment and instruction; Owner; 10/2022; 50 HRs/Mo; 0 during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Milinko Simich'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
November 3, 2023 - Present
KORHORN FINANCIAL GROUP
Office #1: 69950 M-62, Edwardsburg, MI 49112RIA
CRD#: 128606
Edwardsburg, MI
Past
November 17, 2022 - November 2, 2023
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
Granger, IN
Past
November 23, 2018 - September 20, 2022
HOWARD BAILEY SECURITIES, LLC
RIA
CRD#: 282712
FORT WAYNE, IN
Past
June 28, 2018 - November 13, 2018
EDWARD JONES
RIA
CRD#: 250
FT WAYNE, IN
Past
June 7, 2018 - November 13, 2018
EDWARD JONES
BD
CRD#: 250
FT WAYNE, 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(11/3/2023)
IAR
Michigan(11/3/2023)
Exams
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KORHORN FINANCIAL GROUP
CRD#: 128606Edwardsburg, MI 49112TRUST BUT VERIFY
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