Advisor at Horace Mann Investors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Horace Mann Investors, Inc.
Location
Springfield, IL 62715-0001
Credentials
ChFC®, Series 63
Industry experience
15 years
Albert Lerman is a ChFC® credentialed financial advisor with Horace Mann Investors, Inc. in Springfield, IL, where he has worked since 2010. He has 15 years of industry experience and is also involved in providing care and companionship for the elderly outside of his financial services role. Horace Mann Investors, Inc. serves educators and members of the educational community by offering access to fee-based model portfolio programs and managed brokerage accounts through third-party portfolio managers. The firm combines a large branch network with co-advisory and sub-advisory arrangements to deliver investment management and financial planning services.
Based on Horace Mann Investors, Inc.
Based on Horace Mann Investors, Inc.
$0 - $250,000: 1.60% $250,001 - $500,000: 1.40% $500,001 - $1,000,000: 1.20% $1,000,001+: 1.20%
Account minimum: $10,000
One Horace Mann Plaza
Springfield, IL 62715-0001
Illinois
Horace Mann Investors, Inc.
2010 - Present (16 years)
Horace Mann Companies
2010 - Present (16 years)
Lerman Ins & Fin Serv
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Other specialized services
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Springfield, IL
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CFP®
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CFP®, Series 63, Series 65
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Series 65
Springfield, IL
Salt Creek Hills Money, Ltd.
Series 63, Series 66
Springfield, IL
Advanced Trader Investment Advisors, LLC.
CFP®
Springfield, IL
Wealth Management Services,LLC
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