PF
PF

Paul Fousek

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
2,401 clients
Average Client Portfolio
$394K average
Assets Under Management
$945.8M

Fee Structure

Financial Planning:Included in AUM fee
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Location

22 Calendar Court, 2nd Floor, La Grange, IL, 60525

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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.

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Other Business ActivitiesSells Insurance

Paul is involved in several business activities, primarily related to wealth management through Horizon Wealth Management and its DBAs, taking up a significant amount of his time. He also has real estate rental ventures and is a Business Fellow at Norwich University.

Employment History
Current Registrations
Horizon Wealth Management
April 2014 - Present · 11 yrs 10 mos
LPL Financial LLCBroker
March 2005 - Present · 20 yrs 11 mos
Previous Registrations
LPL Financial LLC
August 2005 - November 2015 · 10 yrs 3 mos
Edward JonesBroker
September 2001 - March 2005 · 3 yrs 6 mos
State Registrations20 states
AZCACOFLGAILINLAMAMNMOMTNCNMNYSCTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.