Michael Paul Bernard

Current Employers

Employment History

• 01/2006 → Present
  Korhorn Financial Group, Inc.
  Granger, IN
• 01/2007 → Present
  Kfg Wealth Management, Llc
  Granger, IN
• 08/2016 → 08/2019
  Even Up, Llc
  Grand Rapids, MI
• 01/2017 → 07/2018
  Silver Oak Securities Inc
  Jackson, TN

Previous Registrations

• 2005-02-09 → 2021-12-31
  Korhorn Financial Group
  Goshen, IN
  Walkerton, IN
  Granger, IN
  Granger, IN

Other Businesses

1) Since 05/01/2006, 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 Patchwork Dance Company, non investment related organization, located at 3466 Douglas Rd, South Bend, IN. 46635. Duties include meeting monthly for board meetings to discuss dance performances and taking minutes as Secretary. Spend approximately 1 hours per month at this business, none of the time during security trading hours. 4) 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 5) 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. 6) Since 9/1/2021 have been Treasurer for Harris Baseball Softball. Duties include managing little league registrations, collecting and depositing payments and donations, paying bills, filing tax returns, preparing and reviewing monthly financial statement, and assisting with park projects. Approximate hours are 12 per week and occur in the evenings and weekends, outside of market hours. Non-investment related 501(c)3.

Exams

• S66 Uniform Combined State Law Examination
  2003-08-20

Designations

Other Names

• Michael Bernard