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
Minot, ND 58701
Credentials
Series 66
Industry experience
25 years
Jason Rohrer is a financial advisor at Horace Mann Investors, Inc. with 25 years of industry experience. He holds a Series 66 designation and has served in the Burlington/United 7 School District since 1998. Outside of his advisory role, he serves on the Board of Directors for Prairie Federal Credit Union. 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 a computer-driven profiling process. The firm delegates portfolio management to third-party advisers while supervising investment advisor representatives and operates a large branch network with multiple insurance affiliations.
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
1418 S Broadway, Suite E
Minot, ND 58701
North Dakota
Horace Mann Investors, Inc.
2015 - Present (11 years)
Horace Mann Companies
2002 - Present (24 years)
Horace Mann Investors, Inc.
2002 - Present (24 years)
Burlington / United 7 School District
1998 - Present (28 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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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 66
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