user avatar

Julie Ahrens

Advisor at Horter Investment Management, LLC

Updated today

Location

Covington, IN

Credentials

Series 63, Series 65

Industry experience

11 years

About

Julie Ahrens is a financial advisor at Horter Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Horter since 2018. In addition to her advisory role, she owns a separate business focused on insurance and annuity sales and assists clients with estate planning documents such as revocable living trusts. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, firm-managed blended models, and custom portfolios, offering clients access to third-party managers and alternative investments.

Client services

Based on Horter Investment Management, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Horter Investment Management, LLC

Wealth management Active portfolio management

Occupation focus

Based on Horter Investment Management, LLC

Founder/Business Owner Retired

Demographic focus

Based on Horter Investment Management, LLC

Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fee financial planning up to $5,000 per engagement

Commissions

Certain advisors receive commissions for insurance and securities sales through affiliated or unaffiliated broker dealers and insurance agencies

Project-based

$250 to $600 per hour for financial planning services

Other

Account minimum: $1,000,000 (for Horter HCA Blended Models; may be waived at adviser's discretion) Fee-only: Financial planning fees: hourly $250-$600/hour; fixed fees up to $5,000 (fees over $3,000 require approval)

Location

Covington, IN

Most active in

Illinois · Indiana · Texas

Work history

Horter Investment Management

2018 - Present (8 years)

Self Employed

1986 - Present (40 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brooke P

Series 65

Covington, IN

Horter Investment Management, LLC

Brooke Pettit is a financial advisor at Horter Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and sports organizations, including Covington Community Schools and Chicago Fire Soccer Club. Pettit is also involved in insurance and estate planning as a licensed insurance producer and estate planner. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm uses tactical and passive multi-manager portfolios, model and custom strategies, and offers access to third-party managers and alternative investments as part of its ongoing investment supervision.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
user avatar

Chelsea P

Series 66

Covington, IN

Kestra Advisory

Chelsea Paddock is a Series 66-licensed financial advisor with nine years of industry experience, currently serving clients at Kestra Advisory. She has held positions at LPL Financial and Old National Wealth Management, and maintains roles involving bookkeeping and tax preparation outside of her advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and access to multiple management platforms, with a client base that includes large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Reginald W

Series 66

Danville, IL

Edward Jones

Reginald Warfield is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Old National Bank (formerly First Midwest Bank) for eleven years. Outside of his advisory role, he manages a rental property in Danville, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is known for its large retail advisor and branch network and offers fiduciary advisory services alongside trust, lending, and mutual fund capabilities.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Kelly B

Series 63, Series 65

Gilbertsville, KY

Raymond James Financial

Kelly Berry is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Berry has worked with multiple financial institutions, including Iroquois Federal and Servbank, and is also an insurance agent with Iroquois Insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and firm research to tailor recommendations while maintaining client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar

Jarron F

Series 66

Danville, IL

LPL Financial

Jarron Fleming is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at Shore Wealth Management since 2024 and has prior experience in education at multiple institutions, including Franklin University and Danville Area Community College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors and institutional clients, offering a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Douglas I

Series 63, Series 66

Danville, IL

LPL Enterprise

Douglas Ireland is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates and The Prudential Insurance Company of America. Ireland is the owner of Ireland Financial Partners and Ireland Insurance and Accounting Group, which provide financial advisory and insurance services. LPL Enterprise delivers advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance product offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")