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, working with Korhorn Financial Group. Joshua has previously held positions 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. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Indiana and Michigan. Currently, Joshua is part of Korhorn Financial Group, which operates out of Edwardsburg, Michigan. 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

69950 M-62
Edwardsburg, MI 49112

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Korhorn Financial Group Brokerage Details

Total Assets Under Management

$739,358,808

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

75

MI Average: 46
Total Number of Accounts

5,272

MI Average: 1,775
Average Account Size

$140,243

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

2021 - Present (4 years)

Kfg Wealth Management LLC

2021 - Present (4 years)

Korhorn Financial Group, Inc

2021 - Present (4 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

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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

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