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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strong Tower Associates | State College | PA | 01/2014 | 06/2020 |
| Retirement Wealth Advisors | State College | PA | 02/2019 | Present |
| K Financial Llc | Philipsburg | PA | 06/2020 | Present |
K FINANCIAL LLC; INVESTMENT RELATED; 911 TYRONE PIKE, PHILIPSBURG, PA 16866; INVESTMENT ADVISORY AND INSURANCE; OWNER; STARTED 06/2020; 60 HOURS/WEEK DEVOTED TO THE OTHER BUSINESS; 40 HOURS/WEEK DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES AND SALE OF HEALTH, LIFE, DISABILITY AND ANNUITIES. Mr Korn also offers Estate planning services through an independent third-party technology company, Wealth, Inc. ("Wealth"),we can facilitate the preparation of various estate planning documents for clients. Such services are generally separate from any investment management and/or financial planning services that we may render to a client, and the exact scope of such estate planning services will depend on the nature of a client's specific estate planning needs. As a condition of utilizing Wealth, you must agree to the terms and conditions available at wealth.com. We may pay for your access to Wealth. For the avoidance of doubt, neither Advisor or Wealth renders legal advice or services. Wealth offers the ability to consult with licensed attorneys in various jurisdictions at an additional charge, and subject to additional terms and conditions. Mr. Korn is a Co founder and non voting board member for Keystone Financial Initiative, Inc. It s a nonprofit organization that provides community based financial and retirement education. there are no sales of products and services. Started 2/13/26 and is not investment related. About 10 hours per month are devoted to this.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-07 |
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