William Logan Clewell
Investment adviser representative at Korhorn Financial Group
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
12 yearsFirm in business
Are you William Logan Clewell? Claim your profile
Contact this firm
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
12 years in the industry.
- Kfg Wealth Management, LLCJul 2026 to now
- Korhorn Financial Group, Inc.Feb 2026 to now
- Abbott LaboratoriesJul 2025 to Feb 2026
- Dairy QueenMay 2025 to Jul 2025
- Hanjan PochaSep 2024 to Apr 2025
- Dairy QueenMay 2024 to Aug 2024
- Miki Japanese RestaurantSep 2023 to Apr 2024
- Dairy QueenMay 2023 to Aug 2023
- Miki Japanese RestaurantSep 2022 to Apr 2023
- Dairy QueenMay 2022 to Aug 2022
- Miki Japanese RestaurantSep 2021 to Apr 2022
- University of MichiganAug 2021 to May 2025
- Dairy QueenMar 2020 to Aug 2021
- Biggby CoffeeJan 2020 to Mar 2020
- Applebee's Grill and BarNov 2019 to Jan 2020
- Dairy QueenMar 2018 to Nov 2019
- Constantine High SchoolAug 2017 to Jun 2021
- Miller's DetasselingJul 2017 to Aug 2017
- Constantine Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8240907
- Firm CRD
- 128606