Stephen Dissette (CRD# 2871051) is an Investment Advisor Representative working at Horter Investment Management, LLC in Trail Creek, IN and has over 26 years of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 1623480
Oneamerica Securities, Inc.
CRD# 5365207
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horter Investment Management | Cincinnati, OH | Sep 2014 - Current | 9 |
| Stephen D. Dissette & Associates | Trail Creek, IN | Aug 2014 - Current | 9 |
| World Financial Group | Oak Brook, IL | Apr 2002 - Dec 2019 | 17 |
| Transamerica Financial Advisors, Inc. | Rolling Meadows, IL | Jan 2012 - Sep 2014 | 2 |
| D. I Services | Hickry Hills, IL | Mar 2008 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
- IL
- IN
- MI
- TX
-
Total Assets Under Management214MILLIONS
-
Total Number of Accounts3,449ACCOUNTS
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Average Account Value$62,079
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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