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
Augusta, ME 04330
Credentials
Series 65
Industry experience
30 years
Jeffrey Delisle is a financial advisor at Horace Mann Investors, Inc. with 30 years of industry experience. He holds a Series 65 credential and has been with Horace Mann Investors and Horace Mann Companies since the mid-1990s. Outside of his advisory role, he serves as a board member of the Maranacook Lake Association, focusing on maintaining water quality. Horace Mann Investors, Inc. serves educators and members of the educational community by providing access to fee-based model portfolio programs and managed brokerage accounts. The firm delegates portfolio management to third-party advisers while overseeing the selection and appropriateness of model allocations.
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
5 Orchard St
Augusta, ME 04330
Maine
Horace Mann Companies
1995 - Present (31 years)
Horace Mann Investors Inc
1994 - Present (32 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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