Richard
Horner
Atlantis Wealth Advisors LLC
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About this Advisor
Richard Horner is a financial advisor based in Elkhart, Indiana, working with Atlantis Wealth Advisors LLC. Richard has previously held positions at Purshe Kaplan Sterling Investments, Next Financial Group Inc, and Atlantis Wealth Advisors LLC Dba Horner Investment Group. Richard has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana and Texas. Currently, Richard is part of Atlantis Wealth Advisors LLC, which operates out of Elkhart, Indiana. The firm has 4 offices and 6 employees. The firm manages assets totaling $141.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Atlantis Wealth Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Atlantis Wealth Advisors LLC Brokerage Details
$141,437,574
6
805
$175,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Richard Horner Work History
Purshe Kaplan Sterling Investments
Atlantis Wealth Advisors LLC Dba Horner Investment Group
Next Financial Group Inc
Disclosures
Please visit the SEC profile of Richard Horner 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 Atlantis Wealth Advisors LLC
Hobart, WI
Dunedin, FL
Elkhart, IN
Hilton Head Island, SC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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