500 N Hurstbourne Pkwy #150, Louisville, KY, 40222-5392
Get directionsNo 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 →A. operates Horizon Wealth Management as a DBA for their LPL business, dedicating full-time hours. A. also provides financial planning and consulting services through Horizon Wealth Management, LLC, an independent investment advisor firm, spending minimal time on this activity. A. also has a non-variable insurance business, spending minimal time on this activity.