EW
Eric A. Wood
KORHORN FINANCIAL GROUP
Granger, IN 46530-8855
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CRD#: 7528336
EW
Professional summary
Eric Allen Wood is a registered financial advisor currently at KORHORN FINANCIAL GROUP located in Granger, Indiana.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Eric has worked at 1 firm and has passed the Series 65 and SIE 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 September of 2022, have worked as sole member of Hoosier One Holdings, LLC, not investment related, located at 1022 Longhorn Drive, Mishawaka IN 46544. Duties include real estate accounting consulting. Spend approximately 24 hours per month, no hours during trading hours. 2) Since May of 2023, have worked as an employee for 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. Duties include assisting in the running of day to day operations. Spend approximately 160 hours a month, 130 hours per month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Allen Wood'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
July 17, 2023 - Present
KORHORN FINANCIAL GROUP
Office #1: 6910 North Main Street Building 16, Unit 41, Granger, IN 46530-8855RIA
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(7/17/2023)
Exams
State Security Law 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#: 128606Granger, IN 46530-8855TRUST BUT VERIFY
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