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

Covington, IN

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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

Brooke is self-employed as an insurance producer and estate planner, dedicating about half of her time to this. She also works as an attorney referrer/plan delivery in insurance and estate planning, spending about 10-20% of her time on this activity.

Employment History
Current Registrations
Horter Investment Management, LLC
February 2025 - Present · 1 yr
State Registrations2 states
ILIN
Advisor
Exams
No exam information available for this advisor.
Brooke Christine Pettit - Financial Advisor | TrueAdvisor