Kfg Wealth Management, LLC
Kfg Wealth Management, LLC (CRD# 128606) is a financial advisory firm headquartered in Granger, IN. They manage $226,678,974 in 2,767 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management227MILLION
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Total Number of Accounts2,767ACCOUNTS
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Average Account Value$81,922
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, MO, OH, TX, VA
Michael Bernard (CRD# 4676663) is an Investment Advisor Representative working at Kfg Wealth Management, LLC in Granger, IN and has over 14 years of experience in the finance industry. Michael Bernard 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.
Brian Freckman (CRD# 5287334) is an Investment Advisor Representative working at Kfg Wealth Management, LLC in Granger, IN and has over 10 years of experience in the finance industry. Brian Freckman 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.
Joshua Gregory (CRD# 4442601) is an Investment Advisor Representative working at Kfg Wealth Management, LLC in Granger, IN and has over 16 years of experience in the finance industry. Joshua Gregory 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.
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.
Kevin Korhorn (CRD# 2457232) is an Investment Advisor Representative working at Kfg Wealth Management, LLC in Granger, IN and has over 23 years of experience in the finance industry. Kevin Korhorn 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.
William Mock (CRD# 4552029) is an Investment Advisor Representative working at Kfg Wealth Management, LLC in Granger, IN and has over 15 years of experience in the finance industry. William Mock 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.
Fredrick Anderson (CRD# 4269268) is an Investment Advisor Representative working at Kfg Wealth Management, LLC in Granger, IN and has over 6 years of experience in the finance industry.
Amy Masters (CRD# 6302379) is an Investment Advisor Representative working at Kfg Wealth Management, LLC in Granger, IN and has over 3 years of experience in the finance industry. Amy Masters 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.
Nicolas Chaput (CRD# 4958819) is an Investment Advisor Representative working at Kfg Wealth Management, LLC in Granger, IN and has over 3 years of experience in the finance industry.
Jason Matthews (CRD# 6165909) is an Investment Advisor Representative working at Kfg Wealth Management, LLC in Granger, IN and has over 4 years of experience in the finance industry.