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
Series 66
Industry experience
4 years
Jacob Waltrip is a financial advisor at Horace Mann Investors, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at several financial institutions, including JB Hawks, Prairie State Bank and Trust, and Jacksonville Savings Bank. Horace Mann Investors, Inc. serves educators and school-related professionals by providing access to fee-based model portfolio programs and managed brokerage accounts through a computer-driven profiling process. The firm delegates portfolio management to third-party managers while overseeing the appropriateness of allocations and supervising its investment advisor representatives.
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.
2022 - Present (4 years)
Horace Mann Investors, Inc.
2021 - Present (5 years)
Horace Mann Companies
2021 - Present (5 years)
JB Hawks
2020 - 2021 (1 year)
Prairie State Bank and Trust
2018 - 2020 (2 years)
Knights of Columbus
2018 - 2018 (1 year)
Jacksonville Savings Bank
2017 - 2018 (1 year)
Gershman Mortgage
2015 - 2017 (2 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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Series 65
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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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