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Joshua Simon

Horace Mann Investors, Inc.

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About Joshua Simon

Joshua Simon is a financial advisor with Horace Mann Investors, Inc. Joshua is registered in Tennessee and Washington. He has been in the industry since March 2018. Joshua holds the Series 6, Series 63 and SIE licenses. He is registered with FINRA as a Registered Representative and is also a licensed Insurance Agent.

Firm Information

Joshua Simon 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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Joshua Simon’s Registration & Firm History

TN

03/26/2018 - Present

Horace Mann Investors, Inc. (Nashville TN)

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Licenses & Designations

BC

Issued 10/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joshua Simon. Review regulatory record here.
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