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Peter Thomas Kisver

Horter Investment Management, LLC

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About Peter Thomas Kisver

Peter Kisver is an investment advisor representative at Horter Investment Management, LLC. Peter is also an insurance agent, consultant, and sole proprietor. Peter has been in the industry since 1997. He has experience working with clients such as high-net-worth individuals, corporations, and pension and profit-sharing plans. Peter holds a Series 7, 63, 65, 24, 28 and 53 licenses. Peter is also registered to provide investment advisory services in North Carolina and Virginia. Peter offers a variety of services including financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Peter Kisver 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.

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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 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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Peter Kisver’s Registration & Firm History

NC

01/26/2021 - Present

Horter Investment Management, LLC (Southern Pines NC)

PA

07/09/2010 - 01/11/2017

FIDUCIARY ADVISORS, LLC (PHILADELPHIA PA)

PA

03/05/2010 - 06/21/2010

PURSHE KAPLAN STERLING INVESTMENTS (PHILADELPHIA PA)

PA

05/15/2009 - 08/14/2009

INVESTORS CAPITAL CORP. (HORSHAM PA)

PA

08/02/2006 - 05/15/2009

CAPITAL ANALYSTS, INCORPORATED (HORSHAM PA)

NJ

01/12/2001 - 07/17/2006

BCG SECURITIES, INC. (DELRAN NJ)

MN

06/10/1997 - 01/10/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/10/1997 - 01/10/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/25/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/18/2002

Series 24 - General Securities Principal Examination

BC

Issued 09/20/2002

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/24/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Thomas Kisver.
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