Joshua
Fritzke

Korhorn Financial Group

CRD#7373227
Investment Advisor
in Edwardsburg, MI

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About this Advisor

Joshua Fritzke is a financial advisor based in Edwardsburg, Michigan who has 1 year of industry experience. Fritzke is currently employed by Korhorn Financial Group. Their career trajectory has included roles at Kfg Wealth Management LLC, Korhorn Financial Group, Inc, Dz Atlantic Group, Insulation Specialties, Inc, Pure Safety Group, Insulation Specialties Inc, Dz Atlantic, Klaus Zielke Masonry, Intervarsity Christian Fellowship and Silver Oak Securities. Fritzke has a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Indiana and Michigan. Korhorn Financial Group is a registered investment business operating out of Granger, IN. The company has offices in four locations and a total of 74 employees. It manages $593 million in total assets across its 4,673 client accounts, making it one of the bigger investment 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 clients who have at least $1 million in assets. Korhorn Financial Group has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically are based on which services are provided. Fee types charged by Korhorn Financial Group likely are comprised of any blend 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

69950 M-62
Edwardsburg, MI 49112

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Korhorn Financial Group Brokerage Details

Total Assets Under Management

$593,296,771

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

74

MI Average: 46
Total Number of Accounts

4,673

MI Average: 1,775
Average Account Size

$126,963

MI Average: $759,012

Investment Advisory Services

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

Joshua Fritzke Work History

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

2021 - Present (3 years)

Kfg Wealth Management LLC

2021 - Present (3 years)

Korhorn Financial Group, Inc

2021 - Present (3 years)

Silver Oak Securities

2020 - 2020 (< 1 year)

Dz Atlantic Group

2020 - 2020 (< 1 year)

Insulation Specialties, Inc

2020 - 2020 (< 1 year)

Pure Safety Group

2019 - 2019 (< 1 year)

Insulation Specialties Inc

2019 - 2019 (< 1 year)

Dz Atlantic

2019 - 2019 (< 1 year)

Dz Atlantic

2018 - 2018 (< 1 year)

Insulation Specialties Inc

2018 - 2018 (< 1 year)

Insulation Specialties Inc

2018 - 2018 (< 1 year)

Dz Atlantic

2017 - 2017 (< 1 year)

Dz Atlantic

2017 - 2017 (< 1 year)

Dz Atlantic

2017 - 2017 (< 1 year)

Klaus Zielke Masonry

2017 - 2017 (< 1 year)

Dz Atlantic

2016 - 2017 (1 year)

Klaus Zielke Masonry

2016 - 2016 (< 1 year)

Dz Atlantic

2011 - 2016 (5 years)

Intervarsity Christian Fellowship

*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 Joshua Fritzke 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

Elijah Thomas
Granger, IN
Holden Price
Granger, IN
Jared Miller
Granger, IN
Joshua Korhorn
Granger, IN
Brendon Handy
Granger, IN
Michael Fritschi
Edwardsburg, MI
Brandon Stoller
Granger, IN
Joshua Fritzke
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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