William
Mock

Korhorn Financial Group

CRD#4552029
Investment Advisor
in Granger, IN

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About this Advisor

William Mock is a certified financial planner and chartered financial consultant based in Granger, Indiana with a total of 1 year of industry experience. Mock is currently employed by Korhorn Financial Group. Their career trajectory has included roles at American Express Financial Advisors Inc, Securities America Inc, Kfg Wealth Management LLC, Korhorn Financial Group and Silver Oak Securities Inc. Mock holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Indiana. Korhorn Financial Group is an advisory company that has its headquarters in Granger, IN. The investment advisory business has offices in four locations and a total of 74 employees. It oversees $593 million in total assets between its 4,673 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves eight charitable organizations. Of its 4,673 client accounts, just 12% are held by high-net-worth investors who have at least $1 million in investable assets. Korhorn Financial Group 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 largely depend on which services the firm provides the client. However, fees billed by Korhorn Financial Group can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

William Mock Work History

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

2013 - Present (11 years)

Kfg Wealth Management LLC

2013 - Present (11 years)

Korhorn Financial Group

2016 - 2022 (6 years)

Silver Oak Securities Inc

2013 - 2016 (3 years)

Securities America Inc

2000 - 2013 (13 years)

American Express Financial Advisors Inc

*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 William Mock 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
Brendon Handy
Granger, IN
Jared Miller
Granger, IN
Elijah Thomas
Granger, IN
Michael Fritschi
Edwardsburg, MI
Joshua Korhorn
Granger, IN
Joshua Fritzke
Edwardsburg, 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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