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Matthew Wagahoff

Advisor at Horace Mann Investors, Inc.

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Horace Mann Investors, Inc. logo

Firm

Horace Mann Investors, Inc.

Location

Springfield, IL 62715

Credentials

CFP®, ChFC®, Series 63, Series 65

Industry experience

10 years

About

Matthew Wagahoff is a CFP® and ChFC® with 10 years of experience in the financial services industry. He has worked at Horace Mann Investors, Inc. and Horace Mann Companies since 2017 and previously at COUNTRY FINANCIAL from 2015 to 2017. In addition to his advisory role, he is a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life insurance products. Horace Mann Investors, Inc. serves educators and school-related professionals by providing access to fee-based model portfolio programs and managed brokerage accounts selected 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.

Client services

Based on Horace Mann Investors, Inc.

Selection of other advisers

Expertise

Based on Horace Mann Investors, Inc.

Wealth management Passive / index investing Active portfolio management

Occupation focus

Based on Horace Mann Investors, Inc.

Educators, Teachers, and Academics Founder/Business Owner

Demographic focus

Based on Horace Mann Investors, Inc.

Established Professionals

Fee options

Percentage

$0 - $250,000: 1.60% $250,001 - $500,000: 1.40% $500,001 - $1,000,000: 1.20% $1,000,001+: 1.20%

Other

Account minimum: $10,000

Location

1 Horace Mann Plaza, D180

Springfield, IL 62715

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Mexico · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Texas · Utah · Vermont · Virginia · West Virginia · Wisconsin

Work history

Horace Mann Investors, Inc.

2017 - Present (9 years)

Horace Mann Companies

2017 - Present (9 years)

Horace Mann Investors, Inc.

2017 - Present (9 years)

country financial

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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