Michael
Hornung

Strategic Wealth Management, LLC

CRD#6088812
Investment Advisor
in Bedford, TX

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About this Advisor

Michael Hornung is a financial advisor based in Bedford, Texas, working with Strategic Wealth Management, LLC. Michael has previously held positions at Strategic Wealth Management, LLC, New York Life, Texas Tech University, The Capital Chart Room, LTD, Lpl Financial, LLC, and Strategic Wealth Management LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Michael is part of Strategic Wealth Management, LLC, which operates out of Bedford, Texas. The firm has 5 employees and manages assets totaling $117.8 million. The firm 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, and portfolio management for institutional clients. The fee structure at Strategic Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2812 Bedford Road Suite 200
Bedford, TX 76021

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Strategic Wealth Management, LLC Brokerage Details

Total Assets Under Management

$117,839,908

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

338

TX Average: 2,315
Average Account Size

$348,639

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Hornung Work History

2019 - Present (6 years)

Strategic Wealth Management LLC

2015 - Present (10 years)

Lpl Financial, LLC

2015 - 2019 (4 years)

Strategic Wealth Management, LLC

2014 - 2015 (1 year)

New York Life

2014 - 2014 (< 1 year)

The Capital Chart Room, LTD

2011 - 2014 (3 years)

Texas Tech University

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Hornung 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 Strategic Wealth Management, LLC

Jeanine Benenati
Bedford, TX
Matthew Condit
Bedford, TX
Michael Hornung
Bedford, TX

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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