Mark
Kuhne
Horter Investment Management, LLC
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About this Advisor
Mark Kuhne is a financial advisor based out of Cincinnati, Ohio who has 6 years of industry experience. Kuhne currently works for Horter Investment Management, LLC. Throughout their career, they have worked at Guardian Wealth Strategies, LLC, Guardian Resources LLC, Horter Investment Management, LLC, Kingdom Defense Solutions, LLC, Orokarats, Juice+, Croix River Wealth Management, Giving Waters Christian Family Church and Stirton Consulting, LLC. Kuhne has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Alabama, Minnesota, Oklahoma and Wisconsin. Horter Investment Management, LLC is a financial advisory company that has its headquarters in Cincinnati, OH. The company has offices in 51 locations and a total of 64 employees. It controls $354 million in assets under management across its 3,145 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 3,145 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets. Horter Investment Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types billed by Horter Investment Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Horter Investment Management, LLC Brokerage Details
$354,328,597
64
3,145
$112,664
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mark Kuhne Work History
Mark has been registered as a financial advisor for 6 years.*
Horter Investment Management, LLC
Croix River Wealth Management
Stirton Consulting, LLC
Kingdom Defense Solutions, LLC
Juice+
Orokarats
Guardian Wealth Strategies, LLC
Giving Waters Christian Family Church
Guardian Resources 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 Mark Kuhne 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 Horter Investment Management, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Atlantic Beach, FL
Davidson, NC
Cincinnati, OH
Southern Pines, NC
Rocky River, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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