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Charles Timothy Smith

Horace Mann Investors, Inc.

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About Charles Timothy Smith

Charles Timothy Smith is an active advisor with a strong track record of financial services experience. Charles is registered with Horace Mann Investors, Inc. in South Carolina and North Carolina. Charles has been active in the financial services industry since May 1, 2007. Prior to joining Horace Mann Investors, Inc., Charles held positions at American Express Financial Advisors Inc. and IDS Life Insurance Company.

Firm Information

Charles Smith is currently registered with Horace Mann Investors, Inc.. Horace Mann Investors, Inc., a Corporation, is a registered investment advisor with the SEC and in all 50 states. Founded in 1957, the firm offers investment advisory services including selection of other advisors. Horace Mann Investors, Inc. serves individuals other than high-net-worth, with total assets under management of $62,122,049 across 498 non-discretionary accounts. The firm's main office is located in Springfield, IL.
Horace Mann Investors, Inc.

ONE HORACE MANN PLAZA

SPRINGFIELD, IL 62715-0001

$62.12M

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

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Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Percentage of assets under third party investment management

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Charles Smith’s Registration & Firm History

SC

03/17/2020 - Present

Horace Mann Investors, Inc. (IRMO SC)

IL

05/04/2009 - 10/29/2019

HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)

MN

02/13/2002 - 12/20/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/13/2002 - 12/20/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

IL

05/08/2000 - 11/19/2001

HORACE MANN INVESTORS INC (SPRINGFIELD IL)

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Licenses & Designations

BC

Issued 05/29/2009

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/26/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Timothy Smith.
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