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Paul Fousek

Horizon Wealth Management

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About Paul Fousek

Paul Fousek is a financial advisor with Horizon Wealth Management. Paul has been in the financial services industry since 2001. Paul's experience includes working at Edward Jones and Horizon Wealth Management. Paul holds licenses in numerous states and has earned the Series 7, 24, 63, and 66 licenses. Paul is a Registered Investment Advisor with Horizon Wealth Management and provides financial planning and investment management services to individuals, businesses, and retirement plans.

Firm Information

Paul Fousek is currently registered with Horizon Wealth Management. Horizon Wealth Management is a registered investment advisor located in La Grange, Illinois. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They manage over $938 million in assets and have a team of 6 licensed agents, 6 investment adviser representatives, and 7 registered representatives. The firm also participates in wrap fee programs.
Horizon Wealth Management

22 CALENDAR COURT

LA GRANGE, IL 60525

$938.72M

Assets Under Management

Not reported

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Paul Fousek’s Registration & Firm History

IL

10/10/2014 - Present

Horizon Wealth Management (LA GRANGE IL)

MO

09/05/2001 - 03/29/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Fousek.
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