Richard Lee Horner

Atlantis Wealth Advisors LLC

33 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate Planning

Atlantis Wealth Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

319 clients

Average Client Portfolio

$460K average

Assets Under Management

$146.7M

Fee Structure

Minimum Investment:None

Location

2300 Middlebury St., Elkhart, IN, 46516

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History

Regulatory History (1)

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Customer Dispute

May 2004

Settled

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Other Business ActivitiesSells Insurance

Richard is involved in several business activities, including Midwest Health Connection LLC (insurance agent), rental property management, property management through Horner Investment Properties LLC, and Horner Accounting & Tax Services LLC. He also owns Horner Insurance LLC and dedicates minimal time to insurance sales management.

Employment History

Current Registrations

Atlantis Wealth Advisors LLC

August 2015 - Present · 10 yrs 6 mos

Previous Registrations

Purshe Kaplan Sterling InvestmentsBroker

August 2015 - May 2017 · 1 yr 9 mos

Next Financial Group, INC.

November 2006 - August 2015 · 8 yrs 9 mos

Next Financial Group, INC.Broker

November 2006 - August 2015 · 8 yrs 9 mos

Transamerica Financial Advisors, INC.

July 1999 - November 2006 · 7 yrs 4 mos

Transamerica Financial Advisors, INC.Broker

February 1992 - November 2006 · 14 yrs 9 mos

State Registrations2 states

INTX

Advisor

Exams

No exam information available for this advisor.