Mark
Kuhne

Horter Investment Management, LLC

CRD#6419878
Investment Advisor
in Cincinnati, OH

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About this Advisor

Mark Kuhne is a financial advisor based in Cincinnati, Ohio, working with Horter Investment Management, LLC. Mark has previously held positions 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. Mark has passed the Series 65 regulatory exam and is registered to provide services in Alabama, Minnesota, Oklahoma, and Wisconsin. Currently, Mark is part of Horter Investment Management, LLC, which operates out of Cincinnati, Ohio. The firm has 25 offices and 44 employees. The firm manages assets totaling $214.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Horter Investment Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11726 Seven Gables Rd Symmes Township
Cincinnati, OH 45249

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Horter Investment Management, LLC Brokerage Details

Total Assets Under Management

$214,109,003

OH Average: $2,106,341,625
Total Number of Employees

44

OH Average: 34
Total Number of Accounts

3,449

OH Average: 1,972
Average Account Size

$62,079

OH Average: $1,068,125

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

2017 - Present (7 years)

Horter Investment Management, LLC

2017 - Present (7 years)

Croix River Wealth Management

2018 - 2020 (2 years)

Stirton Consulting, LLC

2016 - 2019 (3 years)

Kingdom Defense Solutions, LLC

2016 - 2016 (< 1 year)

Juice+

2015 - 2018 (3 years)

Orokarats

2014 - 2016 (2 years)

Guardian Wealth Strategies, LLC

2014 - 2019 (5 years)

Giving Waters Christian Family Church

2013 - 2016 (3 years)

Guardian Resources LLC

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

Thomas Bennett
Cincinnati, OH
Todd Brubaker
Cincinnati, OH
Mark Kuhne
Cincinnati, OH
Keith Schmidt
Cincinnati, OH
Geffrey Lewis
Atlantic Beach, FL
Stephen Lamb
Davidson, NC
Hayden Horter
Cincinnati, OH
Peter Kisver
Southern Pines, NC

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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