KK
CFP
KK
CFP

Kristopher Joseph Korzi

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

602 North Front Street, Wormleysburg, PA, 17043

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Kristopher is involved in several business activities, including serving as a board member and treasurer for Big Brothers Big Sisters, corporate retirement plan consulting at Stonebridge Financial Group, and owning Korzi Holdings LLC. He also has a stake in SBFG Partners LLC, which owns a stake in an insurance agency, though he performs no day-to-day duties there.

Employment History
Current Registrations
Private Client Services, LLCBroker
April 2024 - Present · 1 yr 10 mos
Stonebridge Financial Group, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Triad Advisors LLCBroker
November 2018 - April 2024 · 5 yrs 5 mos
Triad Hybrid Solutions
November 2018 - February 2024 · 5 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
May 2015 - November 2018 · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2015 - November 2018 · 3 yrs 7 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.