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Michael Anthony Stefano

Horace Mann Investors, Inc.

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About Michael Anthony Stefano

Michael Anthony Stefano is a financial professional with over 30 years of experience in the financial services industry. Michael is currently a registered representative with Horace Mann Investors, Inc. where Michael has been with the firm since 2013. Prior to that, Michael was employed by ING Financial Partners, Inc., Lincoln Financial Distributors, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Tower Square Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Sun Investment Services Company. Michael holds the Series 6, 7, 26, 66, and SIE licenses and is registered in Connecticut and Massachusetts. Michael is a specialist in insurance.

Firm Information

Michael Stefano 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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Michael Stefano’s Registration & Firm History

CT

05/28/2013 - Present

Horace Mann Investors, Inc. (Rocky Hill CT)

IN

06/14/2011 - 09/17/2012

ING FINANCIAL PARTNERS, INC. (FORT WAYNE IN)

CT

05/01/2007 - 10/29/2010

LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)

CT

06/08/2005 - 05/21/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)

CT

06/08/2005 - 05/01/2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)

PA

04/11/2003 - 05/17/2005

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

CA

10/21/2002 - 05/08/2003

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

MA

11/04/1997 - 05/11/2001

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/04/1997 - 05/11/2001

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CA

01/01/1997 - 09/05/1997

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

MA

10/23/1986 - 12/31/1994

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

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Licenses & Designations

BOTH

Issued 01/09/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/22/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Anthony Stefano.
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