Summer Lee Hathaway
Investment adviser representative at Korhorn Financial Group
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Kfg Wealth Management LLCJul 2010 to now
- Korhorn Financial Group IncDec 2007 to now
- Silver Oak Securities IncAug 2016 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MI).
Korhorn Financial Group
Legal name: Kfg Wealth Management, LLC
$1.2BAssets managed
2,339Clients
49Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5483318
- Firm CRD
- 128606