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James Castellano

Horace Mann Investors, Inc.

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About James Castellano

James Castellano is a registered representative with Horace Mann Investors, Inc. James has been in the securities industry since 1988. James has experience with variable contracts and insurance. James is licensed in Texas and has been registered with the state since August 2024. James is also a multiline insurance agent with Horace Mann Service Corp., offering property, casualty, health and life products. James also owns Castellano Insurance and Financial Services.

Firm Information

James Castellano 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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James Castellano’s Registration & Firm History

TX

09/19/2024 - Present

Horace Mann Investors, Inc. (Waco TX)

TX

12/16/2021 - 07/30/2024

STATE FARM VP MANAGEMENT CORP. (RICHARDSON TX)

TX

09/18/2012 - 10/02/2020

HORACE MANN INVESTORS, INC. (WACO TX)

PA

04/19/2011 - 09/05/2012

PFS INVESTMENTS INC. (QUAKERTOWN PA)

TX

09/03/2008 - 12/03/2009

PFS INVESTMENTS INC. (HOUSTON TX)

NA

03/31/1990 - 12/10/1990

PRUCO SECURITIES CORPORATION

NA

03/31/1990 - 12/10/1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

NA

06/22/1989 - 03/26/1990

SECURITIES MANAGEMENT & RESEARCH, INC.

NA

08/04/1988 - 05/15/1989

FSC SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 02/09/2015

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/04/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/26/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Castellano.
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