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 based in Granger, Indiana, working with Korhorn Financial Group. Rachel has previously held positions at Korhorn Financial Group, Kfg Wealth Management, LLC, Elkhart Community Schools, Indiana University South Bend, Panera, Anderson Mill Animal Hospital, and Courtyard Marriot. Rachel has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Rachel 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 65

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

Rachel Fritschi Work History

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

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

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