Summer HathawayCRD 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 8 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Kfg Wealth Management LLC||Granger, IN||Jul 2010 - Current||7|
|Securities America, Inc.||Granger, IN||Mar 2008 - Current||9|
|Korhorn Financial Group Inc.||Granger, IN||Dec 2007 - Current||9|
|Lowe's||South Bend, IN||Nov 2006 - Dec 2007||1|
|Abx Air||Niles, MI||Mar 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management133MILLIONS
Total Number of Accounts2,157ACCOUNTS
Average Account Value$61,720
- 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
FL, GA, IL, IN, LA, MI, OH, TX