Bret Hortin, financial advisor Cottonwood Heights UT

Bret Hortin

CRD Number: 1889120
Current Firm: Oneamerica Securities, Inc.

Bret Hortin (CRD# 1889120) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Cottonwood Heights, UT and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Oneamerica Securities Cottonwood Heights, UT Jun 2019 - Current 4
American United Life Cottonwood Heights, UT Jan 2017 - Current 7
Mml Investors Services Salt Lake City, UT Mar 2017 - Feb 2019 1
Massmutual Life Insurance Company Salt Lake City, UT May 2016 - Feb 2019 2
Oneamerica Securities Cottonwood Heights, UT Jun 2015 - Jan 2017 1
American United Life Cottonwood Heights, UT May 2015 - Jan 2017 1
Jos. A. Bank Clothiers South Jordan, UT Mar 2015 - Jun 2015 < 1
Mutual Of Omaha Investor Services Sandy, UT Aug 2014 - May 2015 < 1
Mutual Of Omaha Sandy, UT Jul 2014 - May 2015 < 1
Dillards Sandy, UT May 2013 - Jul 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Feb 2001
Disclosure Information

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
Contact Info for Bret W. Hortin
Phone Number: 877-285-3863
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    1,970
    ACCOUNTS
  • Average Account Value
    $80,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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