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Caleb James Korhorn

Korhorn Financial Group

Granger, IN

CRD 7777220

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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:

Current Employers
Korhorn Financial Group

6910 North Main Street Building 16, Unit 41, Granger, IN 46530-8855 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-08-10
  • IN RA
    APPROVED
    Since 2023-08-10

Branch Locations

6910 North Main Street Building 16, Unit 41, Granger, IN 46530-8855 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity School At Greenlawn South Bend IN 06/2013 05/2019
Korhorn Financial Group, Inc. Granger IN 05/2019 08/2019
University Of Michigan Ann Arbor MI 08/2019 05/2020
Korhorn Financial Group, Inc. Granger IN 05/2020 08/2020
University Of Michigan Ann Arbor MI 08/2020 05/2023
Korhorn Financial Group, Inc. Granger IN 06/2023 Present
Kfg Wealth Management, Llc Granger IN 06/2023 Present
  • 06/2013 → 05/2019
    Trinity School At Greenlawn
    South Bend, IN
  • 05/2019 → 08/2019
    Korhorn Financial Group, Inc.
    Granger, IN
  • 08/2019 → 05/2020
    University Of Michigan
    Ann Arbor, MI
  • 05/2020 → 08/2020
    Korhorn Financial Group, Inc.
    Granger, IN
  • 08/2020 → 05/2023
    University Of Michigan
    Ann Arbor, MI
  • 06/2023 → Present
    Korhorn Financial Group, Inc.
    Granger, IN
  • 06/2023 → Present
    Kfg Wealth Management, Llc
    Granger, IN
Other Businesses

Since June of 2023, have worked as employee for Korhorn Financial Group, Inc, investment related, located at 6910 N Main St, Building 16 Unit 41, Granger IN 46530. Parent company of RIA LLC. Position: intern and duties include assisting in the running of day to day operations. Spend approximately 160 hours a month, 130 hours per month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-10
  • S65 Uniform Investment Adviser Law Examination
    2023-08-10

View on SEC IAPD

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