Bret Hortin
Bret Hortin is a ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in Cottonwood Heights, UT, with 35 years of industry experience. Bret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 2,118 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAmerica Securities (OAS) offers investment management through various programs, including:
- Portfolio Choice Program: Offered through arrangements with Envestnet, Sawtooth, and Lockwood. These programs include Discretionary Management Programs, Separately Managed Account Programs, and Unified Managed Account Programs. OAS representatives do not have discretionary investment authority in these programs.
- Advisor Managed Portfolios (AMP): OAS representatives serve as the account managers on a discretionary basis.
Fees are based on a percentage of the assets managed, generally between 0.25% and 2.00%. The fee is agreed upon by the representative and the client and depends on the account type, investments selected, and assets under management.
Location
1225 E Fort Union Blvd, Suite 350, Cottonwood Heights, UT, 84047
Get directionsHistory
Regulatory History (4)
Financial
March 2018Financial
March 2016Customer Dispute
December 2013Customer Dispute
July 2006Other Business ActivitiesSells Insurance
Bret sells non-variable insurance products and works as a bus driver for Canyons School District Transportation. He also owns Hortin Special Needs Consulting, providing life care planning, and Hortin Divorce Services, working as a divorce financial analyst.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.