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James Clay Horlacher

First Affirmative Financial Network LLC

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About James Clay Horlacher

James Clay Horlacher is an investment advisor representative with First Affirmative Financial Network LLC. James has been in the financial services industry since 1993. James has a Series 6, Series 63, and Series 65 license. James has experience working with clients of varying levels of experience, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. James is dedicated to providing comprehensive financial planning services to clients. James is registered with the state of Kansas.

Firm Information

James Horlacher is currently registered with First Affirmative Financial Network LLC. First Affirmative Financial Network LLC is an independent, employee-owned financial advisory firm headquartered in Colorado Springs, Colorado. The firm provides financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, families, foundations, charities, and businesses. The firm has been in business since 1998 and manages over $563 million in assets.
First Affirmative Financial Network LLC

5475 MARK DABLING BOULEVARD

COLORADO SPRINGS, CO 80918

$563.84M

Assets Under Management

10

Total Clients

7

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Horlacher’s Registration & Firm History

KS

08/11/1999 - Present

First Affirmative Financial Network LLC (LENEXA KS)

CA

01/08/1994 - 01/04/2000

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

KS

03/15/1993 - 12/22/1993

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 04/20/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Clay Horlacher.
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