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David Bush Wilkinson

Horace Mann Investors, Inc.

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About David Bush Wilkinson

David Bush Wilkinson is a financial advisor who is registered with Horace Mann Investors, Inc. David is a licensed advisor in the state of Georgia. David has been a licensed advisor since 2017 and has experience working at PFS INVESTMENTS INC. and MSI FINANCIAL SERVICES, INC.. David has experience working with clients in various industries.

Firm Information

David Wilkinson 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

Helps you choose top advisors aligned with your financial goals.

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 Wilkinson’s Registration & Firm History

GA

07/16/2019 - Present

Horace Mann Investors, Inc. (Watkinsville GA)

GA

10/18/2017 - 06/24/2019

PFS INVESTMENTS INC. (JEFFERSON GA)

GA

01/04/2016 - 09/06/2016

MSI FINANCIAL SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 12/02/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for David Bush Wilkinson. Review regulatory record here.
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