Horter Investment Management, LLC

Horter Investment Management, LLC (CRD# 119880) is a financial advisory firm headquartered in Cincinnati, OH. They manage $227,055,000 in 2,563 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    2,563
    ACCOUNTS
  • Average Account Value
    $88,590
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
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, WY

Financial Advisors at Horter Investment Management, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Julie L. Ahrens
CRD#: 1562156
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249

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.

2
Barry D. Bayles
CRD#: 6960813
Owatonna, MN

Barry Bayles (CRD# 6960813) is an Investment Advisor Representative working at Horter Investment Management, LLC in Owatonna, MN and has over 5 years of experience in the finance industry.

3
Stephen D. Dissette
CRD#: 2871051
Trail Creek, IN

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.

4
Daniel T. Dougherty
CRD#: 1428113
1489 Baltimore Pike, Suite 213, Springfield, PA 19064

Daniel Dougherty (CRD# 1428113) is an Investment Advisor Representative working at Horter Investment Management, LLC in Springfield, PA and has over 38 years of experience in the finance industry.

5
Harold B. Gatlin
CRD#: 3211208
2700 Valparaiso Street, Suite 2336, Valparaiso, IN 46384

Harold Gatlin (CRD# 3211208) is an Investment Advisor Representative working at Horter Investment Management, LLC in Valparaiso, IN and has over 24 years of experience in the finance industry.

6
James O. Geitgey
CRD#: 1125673
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249

James Geitgey (CRD# 1125673) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

7
Drew K. Horter
CRD#: 1049771
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249

Drew Horter (CRD# 1049771) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 40 years of experience in the finance industry.

8
Glenda L. Jensen
CRD#: 5566832
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249

Glenda Jensen (CRD# 5566832) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 15 years of experience in the finance industry.

9
Peter T. Kisver
CRD#: 2726187
234a Nw Broad Street, Southern Pines, NC 28387

Peter Kisver (CRD# 2726187) is an Investment Advisor Representative working at Horter Investment Management, LLC in Southern Pines, NC and has over 27 years of experience in the finance industry.

10
Mark E. Kuhne
CRD#: 6419878
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249

Mark Kuhne (CRD# 6419878) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 9 years of experience in the finance industry.

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