KJ
ChFC
KJ
ChFC

Kendra Johnson

25 Years of Experience
Springfield, IL
BrokerSells Insurance

Kendra Johnson is a ChFC-designated registered investment advisor at Horace Mann Investors, INC., based in Springfield, IL, with 25 years of industry experience. Kendra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
69 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Horace Mann Investors offers investment management services through model portfolios managed by third-party firms. The annual fee is a percentage of your portfolio, and the specific rate depends on the model portfolio you choose and the amount you invest. Here are some examples:

  • BNY AdvisorFlex Portfolios:

    • First $500,000: 1.60%
    • $500,001 - $1,000,001: 1.40%
    • Over $1,000,001: 1.20%
  • BNY/American Funds Core Portfolios:

    • First $250,000: 1.30%
    • $250,001 - $500,000: 1.20%
    • $500,001 - $1,000,000: 1.00%
    • $1,000,001 - $5,000,000: 0.95%
    • Over $5,000,000: 0.90%
  • BNY Managed360 Third-Party Strategists Program:

    • First $250,000: 1.60%
    • $250,001 - $500,000: 1.40%
    • $500,001 - $1,000,000: 1.20%
    • $1,000,001 - $5,000,000: 1.15%
    • Over $5,000,000: 1.10%
  • BNY Wealth Start Portfolios:

    • First $250,000: 1.30%
    • $250,001 - $500,000: 1.20%
    • $500,001 - $1,000,000: 1.00%
    • $1,000,001 - $5,000,000: 0.95%
    • Over $5,000,000: 0.90%
  • BNY Asset Allocation Portfolios:

    • First $250,000: 1.60%
    • $250,001 - $500,000: 1.40%
    • $500,001 - $1,000,000: 1.30%
    • $1,000,001 - $5,000,000: 1.20%
    • Over $5,000,000: 1.00%
  • Envestnet Fund Strategist Programs: These portfolios are closed to new investors.

Fees are billed quarterly in advance. Some portfolios may have termination fees if you close the account within the first year.

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Location

One Horace Mann Plaza, Springfield, IL, 62715-0001

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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

Kendra is a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life products. She also owns residential rental properties, dedicating minimal time to this activity.

Employment History
Current Registrations
Horace Mann Investors, INC.
August 2015 - Present · 10 yrs 11 mos
Horace Mann Investors, INC.Broker
May 2002 - Present · 24 yrs 2 mos
Previous Registrations
Janus Distributors, INC.Broker
July 2000 - February 2002 · 1 yr 7 mos
State Registrations3 states
AZCONE
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.
Kendra Johnson - Financial Advisor | TrueAdvisor