Kristopher Joseph Korzi

Employer firm

Stonebridge Financial Group, LLC CRD 327529

$2.28B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2015 → 10/2018
  Wells Fargo Advisors Financial Network, Llc
  Wormleysburg, PA
• 11/2018 → 04/2024
  Triad Advisors
  Norcross, GA
• 11/2018 → 02/2024
  Triad Hybrid Solutions
  Norcross, GA
• 02/2024 → Present
  Stonebridge Financial Group, Llc
  Wormleysburg, PA
• 04/2024 → Present
  Private Client Services
  Wormleysburg, PA

Previous Registrations

• 2018-11-01 → 2024-02-05
  Osaic Advisory Services, Llc
  Wormleysburg, PA
  Atlanta, GA
• 2015-05-14 → 2018-11-05
  Wells Fargo Advisors Financial Network, Llc
  Wormleysburg, PA

Other Businesses

1) Big Brothers Big Sisters of the Capital Region. 1519 N 3rd St, Harrisburg, PA 17102. Non-profit working to create and support one-to-one mentoring relationships that ignite the power and promise of youth. Board member and treasurer. 15 hrs/mo; 0 during trading hrs. Non investment related. 2) Stonebridge Financial Group. 602 North Front Street, Wormleysburg, PA 17043. RIA. Corporate Retirment plan consulting. 200 hrs/mo; 130 during trading hrs. 3) Private Client Services, Investment Related; Wormleysburg, PA 17043; Sell financial products; Licensed Admin; 04/2024 Less than 10 hours per month all during trading hours. 4) Korzi Holdings LLC. 101 Balfour Dr, Mechanicsburg, PA 17050. Holding company for my ownership in Stonebridge Financial Group LLC. Sole Owner. 200 hrs/mo; 130 during trading hrs. Investment related. 5) Stonebridge HR Solutions; Non-investment related; Wormleysburg, PA 17043; Member; reseller and service provider of Paycor payroll software; Less than 5 hours per month during trading hours 6) SBFG Partners LLC.; business is not investment related;602 N Front Street, Wormleysburg PA 17043. Entity owned by the same six principal owners of Stonebridge Financial Group. Entity owns a stake in an insurance agency called MPC Insurance Group LLC that offers health and financial security solutions, mostly Medicare plans, life insurance, annuities, and long-term care coverage. 1/6th partner in SBFG Partners LLC that owns a stake in MPC Insurance Group. I perform no official day to day duties at MPC Insurance Group. 0 hrs/mo; 0 during trading hrs

Exams

• S66 Uniform Combined State Law Examination
  2015-05-14

Designations

• Certified Financial Planner

Other Names

• Kristopher Korzi