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.
Jennifer Musille is a financial advisor with Horace Mann Investors, Inc. She holds Series 63 and Series 66 licenses and has over six years of experience in the financial services industry. Her prior roles include positions at Bress Financial Consultants, PNC Investments, and Private Client Services. 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 through a computer-driven profiling process. The firm delegates portfolio management to third-party managers while overseeing the appropriateness of model 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
Avon, OH
Ohio
Horace Mann Companies
2026 - Present (1 year)
Horace Mann Investors, Inc.
2026 - Present (1 year)
Bress Financial Consultants
2024 - 2026 (2 years)
PNC investments
2021 - 2024 (3 years)
Private Client Services
2018 - 2021 (3 years)
LPL Financial
2018 - 2018 (1 year)
Triad Advisors
2018 - 2018 (1 year)
Sedgwick CMS
2016 - 2018 (2 years)
key Investment Services
2016 - 2016 (1 year)
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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
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 63
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Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.
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