Brandon
Stoller

Korhorn Financial Group

CRD#6534095
Investment Advisor
in Granger, IN

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About this Advisor

Brandon Stoller is a financial advisor based in Granger, Indiana, working with Korhorn Financial Group. Brandon has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services, Purdue Division Of Financial Aid, Jpmorgan Chase Bank, Westpoint Financial Group, Joseph A Bank Clothier, Inc, Purdue University, Indy Premier, Wayfinder Financial LLC, Korhorn Financial Group, and Kfg Wealth Management, LLC. Brandon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Brandon is part of Korhorn Financial Group, which operates out of Granger, Indiana. The firm has 4 offices and 75 employees. The firm manages assets totaling $739.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Korhorn Financial Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6910 North Main Street Building 16, Unit 41
Granger, IN 46530-8855

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Korhorn Financial Group Brokerage Details

Total Assets Under Management

$739,358,808

IN Average: $1,347,246,178
Total Number of Employees

75

IN Average: 46
Total Number of Accounts

5,272

IN Average: 1,775
Average Account Size

$140,243

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Brandon Stoller Work History

2022 - Present (2 years)

Korhorn Financial Group

2022 - Present (2 years)

Kfg Wealth Management, LLC

2020 - 2022 (2 years)

Wayfinder Financial LLC

2017 - 2020 (3 years)

Jpmorgan Chase Bank

2016 - 2017 (1 year)

Jpmorgan Chase Bank

2016 - 2016 (< 1 year)

Indy Premier

2015 - 2016 (1 year)

Mass Mutual Life Insurance Company

2015 - 2016 (1 year)

Mml Investors Services

2015 - 2016 (1 year)

Westpoint Financial Group

2015 - 2016 (1 year)

Joseph A Bank Clothier, Inc

2013 - 2015 (2 years)

Purdue Division Of Financial Aid

2011 - 2015 (4 years)

Purdue University

Disclosures

Please visit the SEC profile of Brandon Stoller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Korhorn Financial Group

Corey Johnson
Granger, IN
Caden Goggins
Granger, IN
Benjamin Bulgrien
Granger, IN
Amy Masters
Niles, MI
Michael Fritschi
Edwardsburg, MI
William Mock
Granger, IN
Rachel Fritschi
Granger, IN
Jared Miller
Granger, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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