Tayler Rhoda

KORHORN FINANCIAL GROUP

Niles, MI 49120

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CRD#: 7168717

Professional summary

Tayler Rhoda, who also goes by Tayler E Rhoda, Tayler E Rhonda, Tayler Elizabeth Rhoda, is a registered financial advisor currently at KORHORN FINANCIAL GROUP located in Niles, Michigan.

Tayler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Tayler has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tayler E Rhoda | Tayler E Rhonda | Tayler Elizabeth Rhoda

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.

Since 07/2022, have worked at Korhorn Financial Group, Inc, investment related, located at 6910 N Main St, 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tayler Rhoda'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

August 10, 2022 - Present

KORHORN FINANCIAL GROUP

Office #1: 2028 S 11th Street, Niles, MI 49120Office #2: 6910 North Main Street Building 16, Unit 41, Granger, IN 46530-8855

RIA

CRD#: 128606

Niles, MI

Past

December 3, 2021 - July 29, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Indianapolis, IN

Past

December 3, 2021 - July 29, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Indianapolis, IN

Past

October 9, 2020 - October 11, 2021

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

INDIANAPOLIS, IN

Past

October 9, 2020 - October 11, 2021

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

INDIANAPOLIS, IN

Past

March 16, 2020 - September 18, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Indianapolis, IN

Past

February 21, 2020 - September 18, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

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".

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.

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
(8/10/2022)

IAR

Michigan
(12/15/2022)

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: 3/16/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/21/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/25/2019

Securities Industry Essentials 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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Tayler Rhoda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tayler Rhoda's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

KORHORN FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 3/16/2020

Series 7TO

Date: 2/21/2020

SIE

Date: 11/25/2019

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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