Granger, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,059,310,563
ClientsTotal clients
2,303
AdvisorsAdvisors at this office
43
Of 49 advisors across 2 offices
Location
6910 North Main Street, Building 16, Unit 41
Granger IN 46530-8855
Advisors at this office
43
Advisors at this office
Holden P
CFP®, ChFC®, Series 65
Granger, IN
Korhorn Financial Group
Holden Price is a CFP® and ChFC® with four years of industry experience, currently serving as an advisor at Korhorn Financial Group and KFG Wealth Management LLC. He has held roles at Korhorn Financial Group since 2021, where he assists with day-to-day operations. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models using mutual funds, ETFs, and custom strategies, and it provides both standalone planning engagements and ongoing advisory relationships.
Benjamin C
CFP®, Series 65
Granger, IN
Korhorn Financial Group
Benjamin Chambers is a CFP® with six years of industry experience, currently serving as an advisor at Korhorn Financial Group. Prior to joining Korhorn, he worked at KFG Wealth Management LLC and has experience as a tax preparer at KFG Tax & Business Services. Chambers also worked at Kabelin Ace Hardware and Spring Arbor University. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and independent managers, and offers additional services including retirement plan consulting and access to the eMoney planning platform.
Andrew D
Series 65
Granger, IN
Korhorn Financial Group
Andrew Daigneau is a financial advisor with Korhorn Financial Group in Granger, IN, holding a Series 65 credential and one year of industry experience. Prior to joining Korhorn Financial Group, he has worked in various roles including event coordination for the Leaving Legacies Foundation, sales at Tactial Energy Group, and chauffeur services with South Bend Luxury Chauffeur. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm utilizes asset allocation models and model-based portfolio management, incorporating mutual funds, ETFs, independent managers, and select strategies such as options and short sales.
William M
CFP®, ChFC®, Series 66
Granger, IN
Korhorn Financial Group
William Mock is a CFP® and ChFC® with 24 years of industry experience. He is currently with Korhorn Financial Group, where he has worked since 2013, following six years at Silver Oak Securities Inc. Outside of his advisory role, he serves as treasurer for a local homeowners association and a non-profit swim club, assisting with financial reporting and recordkeeping. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs asset allocation models and model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, and offers ongoing monitoring, rebalancing, and access to the eMoney planning platform.
Fredrick A
Series 66
Granger, IN
Korhorn Financial Group
Fredrick Anderson is a Series 66 licensed advisor with Korhorn Financial Group and has 23 years of industry experience. He has worked at KFG Wealth Management, LLC since 2011 and is also a co-owner and CPA at Anderson & Co., a tax preparation firm. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm primarily uses asset allocation models and model-based portfolio management, incorporating mutual funds, ETFs, independent managers, and select strategies, while supporting ongoing monitoring, rebalancing, and client access to the eMoney planning platform.
Joshua F
CFP®, Series 65
Granger, IN
Korhorn Financial Group
Joshua Fritzke is a CFP® with four years of industry experience, currently with Korhorn Financial Group in Granger, IN. He has been with Korhorn Financial Group and its affiliated entities, including KFG Wealth Management LLC and Silver Oak Securities, since 2021. Prior to this, his work history includes roles at DZ Atlantic Group and other firms. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation primarily through mutual funds and ETFs, including Dimensional funds and Innovator Defined Outcome ETFs, and incorporates independent managers and private funds when appropriate.
Jared M
CFP®, Series 66
Granger, IN
Korhorn Financial Group
Jared Miller is a CFP® with 12 years of industry experience, currently serving at Korhorn Financial Group. His career includes roles at Avantax Investment Services, Loucks Wealth Management, and Harbour Investments, among others. Outside of financial advising, he is an independent licensed real estate agent and a member of Riverdale Holdings LLC, which manages rental properties. Korhorn Financial Group offers discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and select strategies, alongside financial planning and consulting services.
Rachel S
Series 65
Granger, IN
Korhorn Financial Group
Rachel Sarber Fritschi is a financial advisor at Korhorn Financial Group with four years of industry experience. She holds a Series 65 designation and has previously worked in education at Elkhart Community Schools and Indiana University South Bend. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm emphasizes model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, supported by ongoing monitoring and access to eMoney planning tools.
Benjamin B
Series 65
Granger, IN
Korhorn Financial Group
Benjamin Bulgrien is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at KFG Wealth Management, LLC and Korhorn Financial Group, Inc since 2022. Prior to his advisory career, he held roles in marketing, automotive sales, education, and church ministry. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, including Dimensional funds and Innovator Defined Outcome ETFs, and provides services such as SEI Asset Management accounts and consolidated client reporting through the eMoney platform.
Kimberly P
Series 65
Granger, IN
Korhorn Financial Group
Kimberly Polsgrove is a financial advisor with Korhorn Financial Group holding a Series 65 credential and three years of industry experience. She has worked with Korhorn Financial Group and KFG Wealth Management since 2021. Prior to her advisory career, she was employed at Eastern Nazarene College and Atlas Communications (Hewlett-Packard). Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach focuses on asset allocation using mutual funds, ETFs, and custom strategies, and it also provides services including SEI Asset Management accounts and plan sponsor advice under ERISA.
James B
Series 65
Granger, IN
Korhorn Financial Group
James Baklashev is a financial advisor with Korhorn Financial Group and holds a Series 65 designation. He has one year of industry experience, previously working at KFG Wealth Management, LLC and Korhorn Financial Group, Inc. Prior to his advisory career, he was employed at Rullis Italian Ristorante for three years. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, and offers services including independent manager allocations, SEI Asset Management accounts, and consolidated client reporting via the eMoney platform.
Anthony N
Series 63, Series 65
Granger, IN
Korhorn Financial Group
Anthony Navarro is a financial advisor with Korhorn Financial Group, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Nomadic Wealth LLC and Nomadic Insurance, LLC, where he held roles related to financial planning and insurance. Navarro also has experience outside finance, including work with HR Block and roles in other industries. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm utilizes model-based portfolio management with mutual funds, ETFs, and select alternative strategies, and supports client access to the eMoney planning platform and ongoing portfolio monitoring.
Lindsey T
Series 65
Granger, IN
Korhorn Financial Group
Lindsey Taylor is a financial advisor at Korhorn Financial Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, Lindsey held various positions including roles at Sufficient Grounds and First Glass Window Cleaning, as well as several student engagements. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm utilizes asset allocation models and model-based portfolio management with mutual funds, ETFs, and select strategies, supporting ongoing monitoring, rebalancing, and offering clients access to the eMoney planning platform.
Caden G
Series 65
Granger, IN
Korhorn Financial Group
Caden Goggins is a financial advisor at Korhorn Financial Group with a Series 65 credential and one year of industry experience. He has worked at Korhorn Financial Group and its affiliated KFG Wealth Management, LLC since 2022. Outside of his advisory role, he has held multiple positions at Hillsdale College and previously worked with Merry Me Events. Korhorn Financial Group provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension plans, and charitable organizations. The firm employs asset-allocation models primarily using mutual funds and ETFs, offers services including independent manager allocations and SEI Asset Management accounts, and supports plan sponsors under ERISA arrangements.
Eric W
CFP®, Series 65
Granger, IN
Korhorn Financial Group
Eric Wood is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Korhorn Financial Group, he held various roles including positions at KFG Wealth Management, Robinhood Markets, and Nelson Financial Planning. Outside of his advisory work, he provides real estate accounting consulting through Hoosier One Holdings, LLC. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models using mutual funds, ETFs, independent managers, and private funds, supported by platforms such as SEI Asset Management and eMoney for client reporting.
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