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David Bernard Michels

Horace Mann Investors, Inc.

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About David Bernard Michels

David Bernard Michels is a registered investment advisor representative at Horace Mann Investors, Inc. David has been in the industry since July 19, 2001 and is licensed in Florida, Minnesota, and Wisconsin. David is a Chartered Financial Consultant and holds the Series 6, Series 63, and SIE securities licenses. David is also a multiline insurance agent offering property, casualty, health and life insurance products.

Firm Information

David Michels 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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David Michels’s Registration & Firm History

WI

04/07/2022 - Present

Horace Mann Investors, Inc. (WISCONSIN RAPIDS WI)

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Licenses & Designations

BC

Issued 11/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Bernard Michels.
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