Lindsey Halen Taylor
Investment adviser representative at Korhorn Financial Group
11 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
11 years in the industry.
- Kfg Wealth Management, LLCNov 2025 to now
- Korhorn Financial Group, IncSep 2025 to now
- StudentSep 2024 to Aug 2025
- Sufficient GroundsJan 2024 to May 2024
- First Glass Window CleaningJun 2023 to Aug 2024
- StudentSep 2022 to Jun 2023
- Bay Tennis and FitnessSep 2021 to Mar 2022
- Boyne HighlandsJun 2021 to Sep 2021
- Walloon Lake Country ClubAug 2020 to Aug 2022
- Glik's Dry GoodsJul 2020 to Mar 2022
- StudentSep 2015 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8185733
- Firm CRD
- 128606