Rachel
Fritschi

Korhorn Financial Group

CRD#7547372
Investment Advisor
in Granger, IN

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About this Advisor

Rachel Fritschi is a financial advisor working out of Granger, Indiana with 1 year of industry experience. Fritschi is an employee of Korhorn Financial Group. Throughout their career, they have worked at Korhorn Financial Group, Kfg Wealth Management, LLC, Elkhart Community Schools, Indiana University South Bend, Panera, Anderson Mill Animal Hospital, Courtyard Marriot and Texas State University. Fritschi maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Indiana. Korhorn Financial Group is a financial advisory firm that has its headquarters in Granger, IN. The investment advisory business has offices in four locations and a total of 74 financial advisors. It oversees $593 million in total assets across its 4,673 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 4,673 accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice typically are based on which services are offered. However, fees charged by Korhorn Financial Group likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

$593,296,771

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

74

IN Average: 46
Total Number of Accounts

4,673

IN Average: 1,775
Average Account Size

$126,963

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

Rachel Fritschi Work History

Rachel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Korhorn Financial Group

2022 - Present (2 years)

Kfg Wealth Management, LLC

2020 - 2022 (2 years)

Elkhart Community Schools

2017 - 2020 (3 years)

Indiana University South Bend

2016 - 2017 (1 year)

Panera

2015 - 2016 (1 year)

Anderson Mill Animal Hospital

2015 - 2015 (< 1 year)

Courtyard Marriot

2013 - 2014 (1 year)

Panera

2013 - 2013 (< 1 year)

Panera

2011 - 2013 (2 years)

Texas State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rachel Fritschi 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

Holden Price
Granger, IN
Elijah Thomas
Granger, IN
Joshua Korhorn
Granger, IN
Brendon Handy
Granger, IN
Jared Miller
Granger, IN
Michael Fritschi
Edwardsburg, MI
Jared Moxness
Niles, MI
Kimberly Polsgrove
Edwardsburg, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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