Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Brubaker is a financial advisor with Horter Investment Management, LLC. He has been in the financial industry for over 10 years, and has experience working with individuals, high-net-worth individuals, businesses, and retirement plans. Todd is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative, and is licensed in Kentucky and Ohio. He holds Series 6, 7, 24, 26, 63, and 66 licenses. Todd specializes in financial planning, portfolio management, and educational seminars. He is also a National Sales Director of Medicare for Horter Financial Services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
04/10/2024 - Present
Horter Investment Management, LLC (CINCINNATI OH)
OH
04/11/2022 - 09/14/2022
BANKERS LIFE SECURITIES, INC. (Fairborn OH)
IL
02/24/2021 - 11/01/2021
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
PA
08/03/2015 - 07/11/2019
PRUCO SECURITIES, LLC. (CAMP HILL PA)
OH
01/02/2015 - 08/28/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (MIAMISBURG OH)
OH
09/19/2010 - 01/18/2013
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
BOTH
Issued 03/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 08/15/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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