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Caleb Korhorn

Advisor at Korhorn Financial Group

Updated today
Korhorn Financial Group logo

Firm

Korhorn Financial Group

Location

Granger, IN 46530-8855

Credentials

Series 65

Industry experience

2 years

About

Caleb Korhorn is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at the University of Michigan and Trinity School at Greenlawn. Caleb also assists with day-to-day operations at Korhorn Financial Group as an intern. 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 implemented mainly with mutual funds and ETFs, and it provides services including ERISA plan sponsor consulting and consolidated client reporting through the eMoney platform.

Client services

Based on Korhorn Financial Group

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Korhorn Financial Group

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Comprehensive financial planning fixed fees generally range from $1,000 to $35,000; retirement plan fixed fees range from $2,500 to $80,000.

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%

Commissions

Clients may purchase commission products through Silver Oak Securities; commissions vary and may include 12b-1 fees.

Project-based

Single-needs financial planning and consulting services provided on hourly basis between $50 and $400 per hour.

Subscriptions

Comprehensive financial planning and consulting services may be offered on a subscription basis, automatically renewing annually.

Other

Minimum fee: Minimum fee of $250 for single-needs financial planning; may require up to $500 in certain instances. Fee-only: Comprehensive financial planning fees generally range from $1,000 to $35,000 fixed fee; single-needs planning fees range from $50 to $400 per hour.

Location

6910 North Main Street, Building 16, Unit 41

Granger, IN 46530-8855

Most active in

Indiana

Work history

Korhorn Financial Group, Inc.

2023 - Present (3 years)

KFG Wealth Management, LLC

2023 - Present (3 years)

University of Michigan

2020 - 2023 (3 years)

Korhorn Financial Group, Inc.

2020 - 2020 (1 year)

University of Michigan

2019 - 2020 (1 year)

Korhorn Financial Group, Inc.

2019 - 2019 (1 year)

Trinity School at Greenlawn

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Henry S

CFA®, Series 65

Granger, IN

Devotion Capital Management

Active portfolio management Concentrated stock management Income planning
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Rakesh M

CFP®, Series 63, Series 65

South Bend, IN

Mehta Money, LLC

Annuities
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Aaron C

CFP®, Series 63, Series 65

Elkhart, IN

Relevant Financial Advisors LLC

Charitable giving & philanthropy Retirement income strategy Cash flow / budgeting Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive Mid-Career Professionals

Lance L

CFP®

South Bend, IN

Kingdom Financial

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

General retirement planning Wealth management Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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William V

Series 66

Granger, IN

Integrity Wealth Advisors

Wealth management College savings (529s, UTMA, etc.) Annuities
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John R

Series 65

Mishawaka, IN

Rosenthal | Henry Capital Advisors, Inc.

Active portfolio management Options & derivatives strategies
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