Horter Investment Management, LLC

Horter Investment Management, LLC (CRD# 119880) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,115,473,729 in 10,271 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,115
    MILLION
  • Total Number of Accounts
    10,271
    ACCOUNTS
  • Average Account Value
    $108,604
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Horter Investment Management, LLC
Showing 1 - 10 of 275 top financial advisors.
1
Glenn W. Mosseller
CRD#: 6009605
109 Muirs Chapel Road, Suite 214, Greensboro, NC 27410
100
Wealthminder
score

Glenn W. Mosseller, RFC® is Founder and President of Roadmap Financial Consulting, LLC located in Greensboro, NC. Glenn works with retirees and pre-retirees to develop individualized retirement plans designed to reduce the risks of future taxation, market volatility and the cost of long term care.

 

Glenn is a Certified Financial Education Instructor and often teaches retirement courses in cooperation with Colleges and Universities in the Greensboro Area. Glenn also regularly teaches financial workshops at the Greensboro Public Library.

 

Glenn is a member of the Million Dollar Round Table, considered the standard of excellence in the financial services industry. Glenn is also a member of Ed Slott's Elite IRA Advisor Group. The Elite IRA Advisor Group is an exclusive group of financial advisors who are dedicated to understanding IRA taxation issues with the goal of helping clients to minimize taxation on their retirement plans. Ed Slott’s team tracks the latest IRA rulings and tax law changes, and alerts the Elite IRA Advisor Group to recent changes.

 

Roadmap Financial Consulting, LLC is an accredited member of the Better Business Bureau.

 

Glenn is also an Investment Advisor Representative with Horter Investment Management, LLC, a Registered Investment Advisor based in Cincinnati, OH. Glenn is a licensed insurance agent in North Carolina and securities registered and subject to SEC oversight.

2
Ronald J. Hodgkinson
CRD#: 2087420
677 North Washington Blvd., Suite 6, Sarasota, FL 34236
98
Wealthminder
score

Ronald Hodgkinson (CRD# 2087420) is an Investment Advisor Representative working at Ronald James Financial, LLC in Sarasota and Port Charlotte, FL and has over 28 years of experience in the finance industry.

3
Jeffrey L. Wendel
CRD#: 4497521
310 S. Union Blvd, Englewood, OH 45322
98
Wealthminder
score

Jeffrey Wendel (CRD# 4497521) is an Investment Advisor Representative working at Horter Investment Management, LLC in Englewood, OH and has over 12 years of experience in the finance industry.

4
William P. Carter
CRD#: 718231
New Milford, CT
96
Wealthminder
score

William Carter (CRD# 718231) is an Investment Advisor Representative working at Horter Investment Management, LLC in New Milford, CT and has over 13 years of experience in the finance industry.

5
Casey S. Croysdale
CRD#: 4220694
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249
96
Wealthminder
score

Casey Croysdale (CRD# 4220694) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 13 years of experience in the finance industry. Casey Croysdale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
John R. Dimond
CRD#: 5143705
5242 Plainfield Ave, Ne Suite B, Grand Rapids, MI 49525
96
Wealthminder
score

John Dimond (CRD# 5143705) is an Investment Advisor Representative working at Horter Investment Management, LLC in Grand Rapids, MI and has over 11 years of experience in the finance industry.

7
Daniel T. Dougherty
CRD#: 1428113
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249
96
Wealthminder
score

Daniel Dougherty (CRD# 1428113) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 32 years of experience in the finance industry.

8
James R. Flynn
CRD#: 1638904
575 W. Main Street, Spartanburg, SC 29301
96
Wealthminder
score

James Flynn (CRD# 1638904) is an Investment Advisor Representative working at Horter Investment Management, LLC in Spartanburg, SC and has over 30 years of experience in the finance industry.

9
Steven L. Grelle
CRD#: 1585907
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249
96
Wealthminder
score

Steven Grelle (CRD# 1585907) 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.

10
Mark D. Kinney
CRD#: 1771421
301 Edgewater Place, Wakefield, MA 01880
96
Wealthminder
score

Mark Kinney (CRD# 1771421) is an Investment Advisor Representative working at Horter Investment Management, LLC in Wakefield, MA and has over 30 years of experience in the finance industry. Mark Kinney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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