Todd
Brubaker

Horter Investment Management, LLC

CRD#4449101
Investment Advisor
in Cincinnati, OH

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About this Advisor

Todd Brubaker is a financial advisor based in Cincinnati, Ohio, working with Horter Investment Management, LLC. Todd has previously held positions at Transamerica Agency Network, Transamerica Financial Advisors, Inc, The Prudential Insurance Company Of America, Pruco Securities, LLC, Todd Brubaker Insurance Agency, State Farm Vp Management Corp, State Farm Intern, Bankers Life, Bankers Life Securities, Inc, Bankers Life Advisory Services, Inc, Horter Investment Management, and Westshore Home. Todd has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kentucky and Ohio. Currently, Todd 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 a variety of clients, including high-net-worth individuals. 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 63, Series 66

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

Todd Brubaker Work History

2024 - Present (0 year)

Horter Investment Management

2022 - Present (2 years)

Westshore Home

2022 - 2022 (< 1 year)

Bankers Life

2022 - 2022 (< 1 year)

Bankers Life Securities, Inc

2022 - 2022 (< 1 year)

Bankers Life Advisory Services, Inc

2021 - 2021 (< 1 year)

State Farm Vp Management Corp

2020 - 2021 (1 year)

Todd Brubaker Insurance Agency

2020 - 2020 (< 1 year)

State Farm Intern

2015 - 2015 (< 1 year)

Transamerica Financial Advisors, Inc

2015 - 2019 (4 years)

The Prudential Insurance Company Of America

2015 - 2019 (4 years)

Pruco Securities, LLC

2013 - 2015 (2 years)

Transamerica Agency Network

Disclosures

Please visit the SEC profile of Todd Brubaker 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
Keith Schmidt
Cincinnati, OH
Geffrey Lewis
Atlantic Beach, FL
Todd Brubaker
Cincinnati, OH
Mark Kuhne
Cincinnati, OH
Hayden Horter
Cincinnati, OH
Stephen Lamb
Davidson, NC
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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