KK
CFP · ChFC
KK
CFP · ChFC

Kevin Korhorn

32 Years of Experience
Granger, IN
BrokerSells Insurance

Kevin Korhorn is a CFP, ChFC-designated registered investment advisor at Korhorn Financial Group, based in Granger, IN, with 32 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,339 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,339 clients
Average Client Portfolio
$493K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.25%

Fixed income securities are charged at 0.25%. Custom index strategies carry an additional 0.10% fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is heavily involved in several businesses, including Korhorn Realty LLC, Korhorn Financial Group, Inc., KFG Tax & Business Services, and KFG Insurance Agency, taking up well over full-time hours. He also participates in KGB Realty LLC, Africans Reaching Africa, and Starbrick Partners/Properties LLC.

Employment History
Current Registrations
Korhorn Financial Group
January 2022 - Present · 4 yrs 9 mos
Silver Oak Securities, IncorporatedBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Kfg Wealth Management, LLC
April 2004 - December 2021 · 17 yrs 8 mos
Securities America Advisors, INC.
March 2002 - May 2004 · 2 yrs 2 mos
Securities America, INC.Broker
February 2002 - August 2016 · 14 yrs 6 mos
Ameriprise Financial Services, INC.
December 1998 - December 2005 · 7 yrs
Ameriprise Financial Services, INC.Broker
May 1994 - December 2005 · 11 yrs 7 mos
Ids Life Insurance CompanyBroker
May 1994 - December 2005 · 11 yrs 7 mos
State Registrations20 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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