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CFP

Rex Ramsey

Horace Mann Investors, INC.
24 Years of Experience
Riverside, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Rex Ramsey is a CFP-designated registered investment advisor at Horace Mann Investors, INC., based in Riverside, CA, with 24 years of industry experience. Rex is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning.

Horace Mann Investors, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
74 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.60%
$250K - $500K1.60%
$500K - $1.0M1.40%
$1.0M - $5.0M1.20%
$5M+1.10%

Fees vary by specific model program selected. Rates shown represent the maximum fees across programs such as BNY AdvisorFlex and BNY Managed360.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6840 Indiana Avenue, Suite 250, Riverside, CA, 92506

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Rex is a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life products.

Employment History
Current Registrations
Horace Mann Investors, INC.
January 2024 - Present · 2 yrs 9 mos
Horace Mann Investors, INC.Broker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Unionbanc Investment Services, LLCBroker
September 2015 - November 2017 · 2 yrs 2 mos
Unionbanc Investment Services, LLC
September 2015 - November 2017 · 2 yrs 2 mos
Wells Fargo Advisors, LLC
November 2011 - October 2014 · 2 yrs 11 mos
Wells Fargo Advisors, LLCBroker
November 2011 - October 2014 · 2 yrs 11 mos
Unionbanc Investment Services, LLCBroker
May 2004 - November 2011 · 7 yrs 6 mos
Unionbanc Investment Services, LLC
May 2004 - November 2011 · 7 yrs 6 mos
Strategic Advisers, INC.
May 2002 - May 2004 · 2 yrs
Fidelity Brokerage Services LLCBroker
April 2002 - May 2004 · 2 yrs 1 mo
Wm Financial Services, INC.Broker
January 2000 - April 2002 · 2 yrs 3 mos
Banc of America Investment Services, INC.Broker
July 1999 - December 1999 · 5 mos
Ba Investment Services, INC.Broker
May 1997 - July 1999 · 2 yrs 2 mos
Robert Thomas Securities, INCBroker
October 1996 - February 1997 · 4 mos
Nylife Securities INC.Broker
July 1995 - October 1996 · 1 yr 3 mos
Pruco Securities CorporationBroker
February 1995 - March 1995 · 1 mo
State Registrations2 states
CACO
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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