Julie Ahrens (CRD# 1562156) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horter Investment Management | Cincinnati, OH | Mar 2018 - Current | 6 |
| Self Employed | Covington, IN | May 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- IN
- KY
- TX
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Total Assets Under Management214MILLIONS
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Total Number of Accounts3,449ACCOUNTS
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Average Account Value$62,079
- A percentage of assets under your management
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