Melissa
Wendt
Horizon Investments LLC
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About this Advisor
Melissa Wendt is a financial advisor working in Indianapolis, Indiana with 6 years of relevant experience. Wendt is an employee of Horizon Investments LLC. The advisor has gained experience at Curian Clearing LLC, Curian Capital, LLC, Oneamerica Securities, Tms Partners/Hunt Big Sales, American United Life, Quasar Distributors, LLC and Horizon Investments LLC. Wendt holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Horizon Investments LLC is a financial advisory company operating out of Charlotte, NC. It has $4 billion in total assets across its 3,414 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Horizon Investments LLC offers a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and other services. Fees for financial advisory services are based on the type of services offered. However, fee types billed by Horizon Investments LLC likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Horizon Investments LLC Brokerage Details
$3,816,815,479
72
3,414
$1,117,989
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Melissa Wendt Work History
Melissa has been registered as a financial advisor for 6 years.*
Quasar Distributors, LLC
Horizon Investments LLC
Oneamerica Securities
American United Life
Tms Partners/Hunt Big Sales
Curian Clearing LLC
Curian Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Melissa Wendt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Horizon Investments LLC
Charlotte, NC
Charlotte, NC
Indianapolis, IN
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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