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Item 1 Cover Page Wealth Management, LLC 6910 N Main St., Bldg 16, Unit 41 Granger, IN 46530 pH: 5742475898 www.korhorn.com Date of Brochure: September 2014 This brochure provides information about
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How to fill out korhorn form adv part
How to fill out korhorn form adv part
01
To fill out the Korhorn Form ADV Part, follow these steps:
02
Start by providing your basic information such as your name, address, and contact details.
03
Identify your registration status by selecting the applicable options.
04
Provide information about your advisory business, including its name, address, and type of organization.
05
Describe your business model, investment strategies, and the types of clients you serve.
06
Disclose any direct or indirect control you have over other firms or investment vehicles.
07
Provide information about your ownership structure and key personnel.
08
Outline any disciplinary events or legal actions involving you or your firm.
09
Disclose any conflicts of interest that may exist.
10
Provide details about your compensation structure.
11
Include any additional information required by the form.
12
Review the completed form for accuracy and completeness.
13
Sign and date the form to certify its accuracy.
14
Submit the completed form to the appropriate regulatory authority.
Who needs korhorn form adv part?
01
The Korhorn Form ADV Part is needed by investment advisors registered with the Securities and Exchange Commission (SEC) or applicable state securities authorities.
02
It is a regulatory requirement for these advisors to provide the form to clients and prospective clients, as it provides important information about the advisor's business practices, conflicts of interest, fees, and disciplinary history.
03
By filling out the form, advisors ensure transparency and compliance with regulatory standards, giving clients the necessary information to make informed decisions about their investment options.
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What is korhorn form adv part?
Korhorn Form ADV Part is a form required to be filed by investment advisers with the Securities and Exchange Commission (SEC).
Who is required to file korhorn form adv part?
Investment advisers registered with the SEC are required to file Korhorn Form ADV Part.
How to fill out korhorn form adv part?
Korhorn Form ADV Part can be filled out online through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of korhorn form adv part?
The purpose of Korhorn Form ADV Part is to provide key information to clients and regulators about the investment adviser's business.
What information must be reported on korhorn form adv part?
Korhorn Form ADV Part requires information about the adviser's business practices, fees, conflicts of interest, and disciplinary history.
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