Brandon James Stoller

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

• 02/2016 → 10/2017
  Jpmorgan Chase Bank
  Indianapolis, IN
• 10/2017 → 07/2020
  Jpmorgan Chase Bank
  Indianapolis, IN
• 07/2020 → 04/2022
  Wayfinder Financial Llc
  Indianapolis, IN
• 04/2022 → Present
  Korhorn Financial Group
  Granger, IN
• 04/2022 → Present
  Kfg Wealth Management, Llc
  Granger, IN

Previous Registrations

• 2021-01-11 → 2022-03-24
  Wayfinder Financial Llc
  Indianapolis, IN

Other Businesses

1) Since 04/2022, 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. 2) Since 07/2022, have worked as an insurance agent at KFG Insurance Agency, non investment related company, insurance sales firm, located at 6910 N Main St, Bldg 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 during security trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-11
• S63 Uniform Securities Agent State Law Examination
  2016-01-20

Designations

• Certified Financial Planner

Other Names

• Brandon Stoller
• Brandon J Stoller