KM
KM

Kevin Andrew Mccann

2 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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
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Location

5701 N High St., Worthington, OH, 43085

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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

Kevin works as a self-employed sales agent for Kemper Healthcare, selling health insurance. This non-investment related activity takes about half of his time.

Employment History
Current Registrations
Horter Investment Management, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Tucker Asset Management LLC
April 2023 - August 2024 · 1 yr 4 mos
State Registrations2 states
NYOH
Advisor
Exams
No exam information available for this advisor.