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Joshua David Gregory

KFG WEALTH MANAGEMENT, LLC·GRANGER, Indiana
Clean recordKFG WEALTH MANAGEMENT, LLC
6910 NORTH MAIN STREET, GRANGER, IN 46530-8855CRD# 4442601Firm CRD# 128606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua David Gregory · GRANGER, IN
Registration
CRD #4442601 · KFG WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joshua David Gregory is a registered financial advisor based in GRANGER, Indiana, affiliated with KFG WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
KFG WEALTH MANAGEMENT, LLC
KORHORN FINANCIAL GROUP
AUM
$739M
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at KFG WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4442601
Firm CRD# 128606
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua David Gregory offer?
Joshua David Gregory specializes in Financial Planning, Investment Management. Contact their office in GRANGER, Indiana for a consultation.
What are Joshua David Gregory's credentials?
Joshua David Gregory is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua David Gregory located?
Joshua David Gregory is based in GRANGER, Indiana, working with KFG WEALTH MANAGEMENT, LLC. Their office serves clients in the GRANGER metropolitan area and surrounding communities.
How does Joshua David Gregory charge for services?
Joshua David Gregory's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KFG WEALTH MANAGEMENT, LLC?
KFG WEALTH MANAGEMENT, LLC has approximately 75 employees and manages $739M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KFG WEALTH MANAGEMENT, LLC

Shawn D Persing
GRANGER, IN
Kevin Sidney Korhorn
GRANGER, IN
Michael Paul Bernard
GRANGER, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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