Samuel Christopher Ellsworth

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 06/2021 → 04/2022
  Korhorn Financial Group
  Granger, IN
• 08/2021 → 04/2022
  Kfg Wealth Management Llc
  Granger, IN
• 08/2017 → 05/2021
  Purdue University
  West Lafayette, IN
• 06/2019 → 08/2020
  Indianapolis Pool And Spa
  Indianapolis, IN
• 03/2017 → 08/2018
  Meijer
  Mccordsville, IN
• 08/2014 → 06/2017
  Lawrence North High School
  Indianapolis, IN
• 05/2022 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Previous Registrations

• 2022-01-07 → 2022-04-18
  Korhorn Financial Group
  Granger, IN
• 2021-09-14 → 2021-12-31
  Korhorn Financial Group
  Granger, IN

Other Businesses

Circle Financial Planning, Financial Planner/Wealth Coach, Employment started April 25, 2022. Time commitment will be 120 trading hours, 40 non securities trading hours for a total of 160 hours a month. investment related during securites hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-06-13
• S65 Uniform Investment Adviser Law Examination
  2021-09-14

Designations

• Certified Financial Planner