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
Council Bluffs, IA
Credentials
Series 63, Series 65, Series 66
Industry experience
15 years
Deanna Coglianese is a financial advisor at Horace Mann Investors, Inc. with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at various firms including BCG Securities, Inc. and AE Financial Services, LLC. Horace Mann Investors, Inc. serves members of the educational community by providing access to fee-based model portfolio programs and managed brokerage accounts through third-party portfolio managers. The firm focuses on investment management and financial planning services tailored to educators and related professionals.
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
Council Bluffs, IA
Iowa
Horace Mann Companies
2026 - Present (1 year)
Horace Mann Investors, INC
2026 - Present (1 year)
BCG Securities, Inc
2025 - Present (1 year)
AE FINANCIAL SERVICES, llc
2022 - 2025 (3 years)
AE Wealth Management, LLC
2022 - 2025 (3 years)
SECURITIES AMERICA, inc.
2022 - 2022 (1 year)
WealthPlan Partners, LLC
2022 - 2022 (1 year)
AE FINANCIAL SERVICES, llc
2021 - 2022 (1 year)
AE Wealth Management, LLC
2021 - 2022 (1 year)
SECURITIES AMERICA, inc.
2018 - 2021 (3 years)
Woodmen Financial Services, Inc.
2017 - 2018 (1 year)
Td ameritrade
2017 - 2017 (1 year)
student
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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
Omaha, NE
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CFP®, Series 66
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CFA®, Series 63
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Longview Investment Management LLC
Series 65
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Doctors Family Office LLC
Series 63, Series 65
Omaha, NE
Legacy Estate Planning Group, Inc.
CFP®, Series 65
Papillion, NE
WealthMark
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