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Hayden K Horter

1 Year 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

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

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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

Hayden is a licensed agent with Horter Financial Strategies, selling and servicing insurance products and fixed annuities, dedicating about a quarter of their time. Hayden is also a fund analyst for Tactical Fund Advisors, LLC, spending about 10-20% of their time maintaining relationships, providing research, organizing fund data, and compiling performance data.

Employment History
Current Registrations
Horter Investment Management, LLC
January 2024 - Present · 2 yrs 1 mo
State Registrations2 states
KYOH
Advisor
Exams
No exam information available for this advisor.