Jared Scott Miller

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

• 03/2014 → 11/2016
  Kfg Wealth Management, Llc
  Granger, IN
• 08/2013 → 11/2016
  Korhorn Financial Group
  Granger, IN
• 01/2017 → 11/2021
  Harbour Investments, Inc
  Madison, WI
• 11/2016 → 02/2023
  Loucks & Weaver Cpa
  Nappanee, IN
• 01/2022 → 02/2023
  Loucks Wealth Management
  Nappanee, IN
• 02/2022 → 02/2023
  Avantax Investment Services Inc.
  Nappanee, IN
• 02/2022 → 02/2023
  Avantax Advisory Services
  Nappanee, IN
• 06/2020 → Present
  Riverdale Holdings Llc
  Goshen, IN
• 10/2021 → Present
  Snyder Strategy
  Goshen, IN
• 11/2016 → 11/2021
  Loucks & Weaver Financial Advisory
  Elkhart, IN
• 02/2023 → Present
  Kfg Wealth Management Llc
  Granger, IN
• 02/2023 → Present
  Korhorn Financial Group, Inc
  Granger, IN

Previous Registrations

• 2022-02-15 → 2023-02-08
  Avantax Advisory Services
  Nappanee, IN
• 2017-01-30 → 2021-11-10
  Harbour Investments, Inc.
  Elkhart, IN
• 2014-03-05 → 2016-12-01
  Korhorn Financial Group
  Granger, IN

Other Businesses

1) RIVERDALE HOLDINGS LLC POSITION: Member NATURE: single family rental homes INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/19/2020 ADDRESS: 206 CLARMONT CT, GOSHEN IN 46526, United States DESCRIPTION: find and rent homes. take care of financials 2) SNYDER STRATEGY POSITION: independent contractor NATURE: licensed real estate agent to purchase rentals INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/05/2021 ADDRESS: 206 CLARMONT CT, GOSHEN IN 46526, United States DESCRIPTION: Represent buyers in real estate transactions, represent sellers in real estate transactions, market analysis for potential clients 3) Korhorn Financial Group, INC - Parent company of Tax and RIA LLCs POSITION: Employee NATURE: Financial planning, insurance sales, corporate and individual tax returns INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 2/1/2023 ADDRESS: 6910 N Main St. Bldg 16, UNit 41 Granger, IN 46530 4) Rooted Realty, LLC POSITION: Broker/Owner INVESTMENT RELATED: No NUMBER OF HOURS: 5 hours per month, none during securities trading hours. START DATE: 02/26/2025 ADDRESS: 206 CLARMONT CT, GOSHEN IN 46526, United States DESCRIPTION: lists and sells properties

Exams

• S66 Uniform Combined State Law Examination
  2014-02-27

Designations

• Certified Financial Planner

Other Names

• Jared Scott Miller
• Jared S Miller
• Jared Miller