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Jacob Waltrip

Horace Mann Investors, Inc.

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About Jacob Waltrip

Jacob Waltrip is an investment advisor representative and a registered representative associated with Horace Mann Investors, Inc. Jacob has been in the securities industry for over 10 years. Jacob holds the Series 66, Series 7TO and SIE securities licenses and is registered with the state of Illinois. Jacob has experience with individuals other than high-net-worth clients. Jacob's previous experience includes roles at various financial institutions including Prairie State Bank and Trust, Jacksonville Savings Bank, Gershman Mortgage, Stifel and JB Hawks. Jacob has also been active in the community, serving as a member of the Knights of Columbus.

Firm Information

Jacob Waltrip 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

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other

Percentage of assets under third party investment management

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Jacob Waltrip’s Registration & Firm History

IL

04/04/2022 - Present

Horace Mann Investors, Inc. (SPRINGFIELD IL)

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Licenses & Designations

BOTH

Issued 04/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Waltrip.
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