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Sean Patrick McLaughlin

Horter Investment Management, LLC

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About Sean Patrick McLaughlin

Sean McLaughlin is an investment advisor representative and registered with Horter Investment Management, LLC. Sean has been in the industry since 2024, and has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, and the Investment Company Products/Variable Contracts Representative Examination. Sean is registered in Kentucky and Ohio. Sean has a focus on Financial Planning, Portfolio Management for Individuals, and Educational Seminars.

Firm Information

Sean McLaughlin 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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Sean McLaughlin’s Registration & Firm History

OH

10/06/2024 - Present

Horter Investment Management, LLC (CINCINNATI OH)

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Licenses & Designations

IA

Issued 05/16/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2024

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

BC

Issued 08/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Patrick McLaughlin.
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