Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Andrew McCann

Horter Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Andrew McCann

Kevin McCann is an investment advisor representative registered with Horter Investment Management, LLC, based in Worthington, Ohio. Kevin has been in the industry for over 10 years and has a Series 65 license. Kevin specializes in portfolio management for individuals and businesses and also offers financial planning services. Kevin has a strong background in the financial services industry, having worked for a number of well-known companies including Marathon Petroleum Corp and Target. In addition to being an investment advisor representative, Kevin is also a sales agent for Kemper Healthcare.

Firm Information

Kevin McCann is currently registered with Horter Investment Management, LLC. Horter Investment Management, LLC is an investment advisor based in Cincinnati, Ohio. With over 30 licensed agents and advisors, the firm provides financial planning, educational seminars, and portfolio management services to individuals, families, and businesses. They manage a variety of investment vehicles, including individual accounts, trusts, and retirement plans. The firm specializes in serving high-net-worth individuals, corporations, and pension plans.
Horter Investment Management, LLC

11726 SEVEN GABLES RD

CINCINNATI, OH 45249

$214.11M

Assets Under Management

Not reported

Total Clients

30

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin McCann’s Registration & Firm History

OH

08/06/2024 - Present

Horter Investment Management, LLC (Worthington OH)

Not sure if Kevin Andrew McCann is right for you?

Licenses & Designations

IA

Issued 02/22/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Andrew McCann.
Not sure if Kevin Andrew McCann is right for you?