Morgan Kast (CRD# 7771355) is an Investment Advisor Representative working at Korhorn Financial Group in Edwardsburg, MI and has 1 year of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4140596
Raymond James & Associates, Inc.
CRD# 5275
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kfg Wealth Management LLC | Granger, IN | Jun 2023 - Current | < 1 |
| Korhorn Financial Group Inc. | Granger, IN | May 2023 - Current | < 1 |
| Student | Mishawaka, IN | Aug 2022 - May 2023 | < 1 |
| Korhorn Financial Group | Granger, IN | Jan 2023 - Apr 2023 | < 1 |
| Korhorn Financial Group | Granger, IN | May 2022 - Aug 2022 | < 1 |
| Bethel University | Mishawaka, IN | Jan 2022 - May 2022 | < 1 |
| Bethel University | Mishawaka, IN | May 2021 - May 2022 | 1 |
| Student | Mishawaka, IN | Aug 2020 - May 2021 | < 1 |
| Vector Marketing | Granger, IN | May 2020 - Nov 2020 | < 1 |
| Student | Elkhart, IN | Aug 2019 - May 2020 | < 1 |
| Christiana Creek Country Club | Elkhart, IN | Aug 2019 - Feb 2020 | < 1 |
| Penn Station | Elkhart, IN | Jun 2019 - Aug 2019 | < 1 |
| Student | Elkhart, IN | Jan 2013 - Jun 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- MI
-
Total Assets Under Management739MILLIONS
-
Total Number of Accounts5,272ACCOUNTS
-
Average Account Value$140,243
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, LA, MI, MO, NC, NE, OH, TN, TX, VA, WI
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