Anthony James Navarro

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

• 01/2019 → 05/2021
  W&S Brokerage Services/Western & Southern Life
  Cincinnati, OH
• 11/2018 → 01/2019
  Uber
  Mishawaka, IN
• 11/2018 → 01/2019
  Lyft
  Mishawaka, IN
• 04/2017 → 10/2018
  Kountry Wood Products
  Nappanee, IN
• 08/2016 → 04/2018
  Keystore Rv
  Goshen, IN
• 08/2021 → 12/2021
  Creative Financial Designs, Inc./Cfd Investments, Inc.
  Kokomo, IN
• 02/2022 → 08/2023
  Murray Street Capital Advisors, Llc
  Kokomo, IN
• 01/2023 → 08/2026
  Nomadic Wealth Llc (F/K/A Mainstay Capital Advisors Llc)
  Mishawaka, IN
• 06/2022 → 08/2026
  Nomadic Insurance, Llc
  Granger, IN
• 01/2024 → 04/2024
  Hr Block
  Mishawaka, IN
• 01/2026 → Present
  Korhorn Financial Group, Inc.
  Granger, IN
• 01/2026 → Present
  Kfg Wealth Management, Llc
  Granger, IN

Previous Registrations

• 2023-01-06 → 2026-08-17
  Nomadic Wealth
  Nappanee, IN
• 2022-02-02 → 2024-01-12
  Murray Street Capital Advisors, Llc
  Kokomo, IN
  Fort Lauderdale, FL
• 2021-09-13 → 2021-12-31
  Creative Financial Designs, Inc.
  Kokomo, IN
  Kokomo, IN

Other Businesses

1) Since 01/2026, have worked as an Employee for Korhorn Financial Group, Inc. Investment Related; 6910 N Main St. Bldg 16, Unit 41. Parent Company of Insurance, Tax and RIA LLCs. Duties include the assisting in running of day to day operations, spend approximately 160 hrs./month all during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-03
• S63 Uniform Securities Agent State Law Examination
  2019-05-31