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).

By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kfg Wealth Management, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Michael P. Bernard
CRD#: 4676663
6910 North Main Street, Building 16, Unit 41, Granger, IN 46530
96
Wealthminder
score

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.

2
Brian A. Freckman
CRD#: 5287334
6910 North Main Street, Building 16, Unit 41, Granger, IN 46530
96
Wealthminder
score

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.

3
Joshua D. Gregory
CRD#: 4442601
6910 North Main Street, Building 16, Unit 41, Granger, IN 46530
96
Wealthminder
score

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.

4
Summer L. Hathaway
CRD#: 5483318
6910 N Main Street, Building 16 Unit 41, Granger, IN 46530
96
Wealthminder
score

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.

5
Kevin S. Korhorn
CRD#: 2457232
6910 North Main Street, Building 16, Unit 41, Granger, IN 46530
96
Wealthminder
score

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.

6
William C. Mock
CRD#: 4552029
6910 N Main St, Bldg 16 Unit 41, Granger, IN 46530
96
Wealthminder
score

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.

7
Fredrick J. Anderson
CRD#: 4269268
6910 North Main Street, Building 16, Unit 41, Granger, IN 46530
93
Wealthminder
score

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.

8
Amy N. Masters
CRD#: 6302379
6910 N Main St, Bldg 16 Unit 41, Granger, IN 46530
93
Wealthminder
score

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.

9
Nicolas A. Chaput
CRD#: 4958819
6910 North Main Street, Building 16, Unit 41, Granger, IN 46530
90
Wealthminder
score

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.

10
Jason W. Matthews
CRD#: 6165909
6910 N Main St Bldg 16 Unit 41, Granger, IN 46530
90
Wealthminder
score

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.

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