Summer Hathaway, financial advisor Granger IN
96 score

Summer Hathaway

CRD Number: 5483318
Current Firm: Kfg Wealth Management, LLC

Summer Hathaway (CRD# 5483318) is an Investment Advisor Representative working at Kfg Wealth Management, LLC in Granger, IN and has over 9 years of experience in the finance industry. Summer Hathaway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Silver Oak Securities Inc. Jackson, TN Aug 2016 - Current 1
Kfg Wealth Management LLC Granger, IN Jul 2010 - Current 7
Korhorn Financial Group Inc. Granger, IN Dec 2007 - Current 10
Securities America, Inc. Granger, IN Mar 2008 - Aug 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Summer L. Hathaway
Phone Number: 574-247-5898
Firm Website: http://www.korhorn.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    227
    MILLIONS
  • Total Number of Accounts
    2,767
    ACCOUNTS
  • Average Account Value
    $81,922
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, GA, IL, IN, LA, MI, MO, OH, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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