KK
CFP

Kristopher Joseph Korzi

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

602 North Front Street, Wormleysburg, PA, 17043

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kristopher is involved in several business activities, including serving as a board member and treasurer for Big Brothers Big Sisters, corporate retirement plan consulting at Stonebridge Financial Group, and owning Korzi Holdings LLC. He also has a stake in SBFG Partners LLC, which owns a stake in an insurance agency, though he performs no day-to-day duties there.

Employment History
Current Registrations
Private Client Services, LLC Broker
April 2024 - Present · 1 yr 9 mos
Stonebridge Financial Group, LLC
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Triad Advisors LLCBroker
November 2018 - April 2024 · 5 yrs 5 mos
Triad Hybrid Solutions
November 2018 - February 2024 · 5 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
May 2015 - November 2018 · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC Broker
April 2015 - November 2018 · 3 yrs 7 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.