Caleb James Korhorn
Investment adviser representative at Korhorn Financial Group
13 yearsExperience
1 stateRegistered in
$1.2BFirm assets
12 yearsFirm in business
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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
13 years in the industry.
- Korhorn Financial Group, Inc.Jun 2023 to now
- Kfg Wealth Management, LLCJun 2023 to now
- University of MichiganAug 2020 to May 2023
- Korhorn Financial Group, Inc.May 2020 to Aug 2020
- University of MichiganAug 2019 to May 2020
- Korhorn Financial Group, Inc.May 2019 to Aug 2019
- Trinity School At GreenlawnJun 2013 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7777220
- Firm CRD
- 128606