AV
AV

Adam Gerald Vanderhorst

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningDivorce PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2725 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

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Location

110 E. Russell Rd, Suite A, Sidney, OH, 45365

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam sells health insurance through Vanderhorst Financial Services since 2020. This takes about a quarter of his time, with more time spent during trading hours.

Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 3 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Prudential Financial Planning Services
August 2020 - November 2024 · 4 yrs 3 mos
Pruco Securities, LLC.Broker
June 2020 - November 2024 · 4 yrs 5 mos
State Registrations7 states
FLINKYMEMINCOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Gerald Vanderhorst - Financial Advisor | TrueAdvisor