DFX Intelligence

M•••••• C••••••••• N••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant22 years in industry

M•••••• C••••••••• N••• H•••

Advisor at K•••••• F•••••••• G••••

GRANGER, IN | Edwardsburg, MI

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Search this name across graphsid dfx:ria:6c89fb1e-5b76-25db-7226-151e883315a2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 8, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: K•••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 7, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••••• F•••••••• G••••	Independent wealth	Jan 10, 2022	n/a	yes	GRANGER, IN\|Edwardsburg, MI	Current employment
K•••••• F•••••••• G••••	Independent wealth	Sep 17, 2010	Dec 31, 2021	no	GOSHEN, IN\|GRANGER, IN\|GRANGER, IN\|Edwardsburg, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••• I••••••••• I•••	K•••••• F•••••••• G••••	Jul 2, 2007	Sep 17, 2010	1,173	Firm change after gap	Other
E•••••••• A•••••••• L••	N•••••• I••••••••• I•••	Aug 28, 2006	Sep 15, 2006

Relationships

Registered with (3)

→ K•••••• F•••••••• G••••Registered adviserregistration: previous registration
Sep 17, 2010 to Dec 31, 2021factForm ADV
→ N•••••• I••••••••• I•••Registered adviserregistration: previous registration
Sep 15, 2006 to Jul 2, 2007factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 8, 2004 to Aug 28, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c89fb1e-5b76-25db-7226-151e883315a2
First observed: Mar 8, 2004
Last observed: Sep 15, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.