Unclaimed Profile

Shawn D Persing

KFG WEALTH MANAGEMENT, LLC·GRANGER, Indiana

SIE, Series 6, Series 7, Series 24, Series 31, Series 63, Series 65CFPClean record15 years registeredKFG WEALTH MANAGEMENT, LLC

6910 NORTH MAIN STREET, GRANGER, IN 46530-8855CRD# 5046432Firm CRD# 128606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shawn D Persing · GRANGER, IN

Registration

CRD #5046432 · KFG WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KFG WEALTH MANAGEMENT, LLC

EVERENCE TRUST COMPANY

Apr 2014 – Sep 2019

GOSHEN, IN

INVESTMENT ADVISORS

Mar 2012 – Dec 2020

GOSHEN, IN

KFG WEALTH MANAGEMENT, LLC

Sep 2010 – Mar 2012

GRANGER, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · September 17, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KFG WEALTH MANAGEMENT, LLC

CRD 128606 · SEC 801-78914

AUM

$739M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Shawn D Persing offer?

Shawn D Persing specializes in Financial Planning, Investment Management.

What are Shawn D Persing's credentials?

Shawn D Persing holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shawn D Persing located?

Shawn D Persing is based in GRANGER, Indiana, last registered with KFG WEALTH MANAGEMENT, LLC.

How does Shawn D Persing charge for services?

Shawn D Persing'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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