Joshua David Gregory

Employer firm

Korhorn Financial Group CRD 128606

$1.15B regulatory AUM 177 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2002 → Present
  Korhorn Financial Group, Inc.
  Granger, IN
• 01/2007 → Present
  Kfg Wealth Management, Llc
  Granger, IN

Previous Registrations

• 2004-04-15 → 2021-12-31
  Korhorn Financial Group
  Goshen, IN
  Granger, IN
  Granger, IN
  Edwardsburg, MI
• 2002-02-28 → 2004-05-13
  Securities America Advisors, Inc.
  Granger, IN

Other Businesses

1) Since 09/01/2002, have worked as a tax preparer at KFG Tax & Business Services, non investment related company, tax preparation firm, located at 6910 N. Main St., Building 16, Unit 41, Granger, IN. 46530. Duties include reviewing tax returns and delivering to clients. Spend approximately 10 hours per month at this business, all of the time during security trading hours. 2) Since 01/01/2007, 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 10/01/2015, have volunteered as a board member of Bethel College Board of Trustees, non investment related organization, located at 1001 Bethel Circle, Mishawaka, IN. 46545. Duties include representing the Bethel College Alumni Association on the school's governing board. Spend approximately 5 hours per month at this business, all of the time during security trading hours. 4) Since 10/01/2015, have volunteered as chairman of the board of Bethel College Alumni Board, non investment related organization, located at 1001 Bethel Circle, Mishawaka, IN. 46545. Duties include helping plan alumni events and improve alumni involvement in school activities. Preside over alumni board meetings. Represent the alumni on the Bethel College Board of Trustees. Spend approximately 10 hours per month at this business, all of the time during security trading hours. 5) Since 8/25/2017, have been a member at KGB Realty LLC, non investment related company, located at 6910 N. Main St., Bldg 16, Granger, IN. 46530. Duties include supervision. Spend approximately 1 hour per month at this business, 0 hours during security trading hours 6) Since 01/01/2015 Co-Owner & Employee of Korhorn Financial Group, Inc., Parent Company of KFG Wealth Management, LLC, KFG Tax & Business Services, and KFG Insurance Agency, located at 6910 N. Main Street, Building 16, Unit 41, Granger, IN. 46530. Management decisions related to all areas of business. 225 hours per month spent on this business, 170 hours per month during trading hours. Investment related company. 7) Since 01/15/2022, have worked as entrepreneur with Jungle Merchants, LLC. Not investment related. Located at 3298 Tiara Trl, Niles, MI 49120. Role includes management decisions related to business. Spend approx. 3 hours per month on this business. 8) Since 01/15/2022, have worked as entrepreneur with Mid North Easterly, LLC, a parent company of Jungle Merchants, LLC. Not investment related. Located at 3298 Tiara Trl, Niles, MI 49120. Role includes management decisions related to business. Spend approx. 3 hours per month on this business.

Exams

• S66 Uniform Combined State Law Examination
  2001-10-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant