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Julie Lynn Ahrens

Horter Investment Management, LLC
10 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Horter Investment Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,302,710 clients
Average Client Portfolio
$213.393 average
Assets Under Management
$278.0M

Fee Structure

Financial Planning:Investment management only

Location

11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249

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History

Regulatory History (1)
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Regulatory
August 2006
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Julie is self-employed, selling insurance and annuities since 1986. She also assists clients with setting up revocable living trusts and other estate planning documents, dedicating about 10-20% of her time to these activities.

Employment History
Current Registrations
Horter Investment Management, LLC
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Roosevelt Equity CorporationBroker
August 1993 - August 1996 · 3 yrs
State Registrations3 states
ILINTX
Advisor
Exams
No exam information available for this advisor.