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Joshua David Gregory

KFG WEALTH MANAGEMENT, LLC·GRANGER, Indiana
SIE, Series 7, Series 24, Series 31, Series 66CFPChFCClean record24 years registeredKFG 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 · 24 years registered
Brand Profile
Not yet started
01

Career History

KORHORN FINANCIAL GROUP
Jan 2022 – present
KFG WEALTH MANAGEMENT, LLC
Apr 2004 – Dec 2021
GRANGER, IN
SECURITIES AMERICA ADVISORS, INC.
Feb 2002 – May 2004
GRANGER, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 66
Registration record
First registered · February 28, 2002
Years registered · 24
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KFG WEALTH MANAGEMENT, LLC
CRD 128606 · SEC 801-78914
AUM
$739M
Regulatory assets under management
Employees
75
5,272 client accounts
Services offered by KFG WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at KFG WEALTH MANAGEMENT, LLC →
Introduction

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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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
CFP
Michael Paul Bernard
GRANGER, IN
CFPChFC
Kevin Sidney Korhorn
GRANGER, IN
CFPChFC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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