Advisor at Horter Investment Management, LLC
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
Horter Investment Management, LLC
Location
Trail Creek, IN
Credentials
Series 63, Series 65
Industry experience
18 years
Fixed fees up to $5,000 for financial planning (above $3,000 requires approval)
$0+: Up to 1.99% annually (negotiable, varies by program and client) $0+: 0.50% annually for Retirement Plan Asset Management (Indexed Funds) $0+: 1.25% annually for Alternative Investments $0+: 0.1% quarterly ($50 minimum quarterly) for Non-Discretionary Accounts
$250 to $600 per hour for financial planning
Account minimum: $1,000,000 (for Horter HCA Blended Models; may be waived at adviser's discretion) Fee-only: Financial Planning fees charged hourly ($250 to $600 per hour) or fixed fee (up to $5,000; fixed fees over $3,000 require approval)
Horter Investment Management
2014 - Present (12 years)
Stephen D.. Dissette & Associates
2014 - Present (12 years)
World Financial Group
2002 - 2019 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65
Dallas, TX
Merrill
Kyle Moles is a Private Wealth Advisor at Merrill Private Wealth Management. He co-founded a boutique wealth management practice within Merrill, focusing on delivering comprehensive value to the families he serves beyond investment management. Kyle has spent his career advising families on personal financial matters, including tax-efficient investing, opportunistic lending, wealth transfer strategies, and philanthropy. His practice primarily serves current and former business owners and families with concentrated equity positions. Before joining Merrill, Kyle was an advisor at J.P. Morgan's Private Bank. Kyle holds a Bachelor's degree from Missouri State University and has obtained FINRA Series 6, 7, 63, and 65 registrations. He is a Personal Investment Advisor (PIA). Along with his wife Kelli, Kyle supports Missouri State and Harvard Business School, and they are active in community and global aid efforts. They founded the non-profit Project Spark, which supports aid initiatives in impoverished areas worldwide. Kyle has also served on the board of UNICEF's Midwest chapter. Kyle is married with five children. He has traveled to over 50 countries and enjoys outdoor activities such as boating, fishing, and running.
Series 66
La Porte, IN
Edward Jones
Series 66
Michigan City, IN
Edward Jones
ChFC®, Series 66
Chesterton, IN
Edward Jones
CFP®, Series 66
La Porte, IN
Edward Jones
CFP®, Series 66
Michigan City, IN
Edward Jones
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