Zachary
Broadwick

Korhorn Financial Group

CRD#6951821
Investment Advisor
in Nappanee, IN

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About this Advisor

Zachary Broadwick is a financial advisor based in Nappanee, Indiana, working with Korhorn Financial Group. Zachary has previously held positions at Kfg Wealth Management, Ben's Soft Pretzels, Pioneer Catering, School, and Korhorn Financial Group, Inc. Zachary has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Zachary is part of Korhorn Financial Group, which operates out of Nappanee, 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, 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

320 Dal Mar Way
Nappanee, IN 46550

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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

Zachary Broadwick Work History

2018 - Present (7 years)

Kfg Wealth Management

2018 - Present (7 years)

Korhorn Financial Group, Inc

2017 - 2018 (1 year)

Kfg Wealth Management

2014 - 2017 (3 years)

Ben'S Soft Pretzels

2013 - 2014 (1 year)

Pioneer Catering

2002 - 2018 (16 years)

School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Zachary Broadwick 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

Benjamin Bulgrien
Granger, IN
Corey Johnson
Granger, IN
Amy Masters
Niles, MI
Caden Goggins
Granger, IN
Michael Fritschi
Edwardsburg, MI
William Mock
Granger, IN
Eric Wood
Granger, IN
Caleb Korhorn
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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