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Michael Horn

Advisor at OSAIC

Updated today

Location

Billings, MO 65610

Credentials

Series 63, Series 65

Industry experience

33 years

About

Michael Horn is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for ten years. Horn is also the owner and president of Springfield Wealth Advisors, Inc., an insurance agency specializing in group health and life insurance sales. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charities. The firm offers a range of advisory and brokerage services supported by advanced investment tools and access to multiple custodial platforms.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

877 Lambeth Rd.

Billings, MO 65610

Most active in

Missouri

Work history

OSAIC

2024 - Present (2 years)

Woodbury Financial Services, Inc.

2014 - 2024 (10 years)

Disclosures

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

Business activities & affiliations

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Series 66

Springfield, MO

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James M

Series 63, Series 65

Springfield, MO

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Wealth management
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Springfield, MO

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Barbara Burns is a financial advisor at Latour Asset Management LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Latour Asset Management since 2015, previously at Center Street Securities and Latour Advisory Group. In addition to her advisory role, she performs administrative tasks and provides insurance sales and service through LaTour Advisory Group. Latour Asset Management serves individual and institutional clients by referring assets to third-party investment managers, offering financial planning and limited estate-planning assistance, and providing access to insurance products. The firm does not manage client assets directly but coordinates between clients and third-party managers, who handle investment execution and reporting.

Wealth management
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Republic, MO

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Michele Kitta is a financial advisor at Arbor Capital Management Inc with one year of industry experience. She holds a Series 65 designation and has previously worked at American National Insurance Company. In addition to her advisory role, Ms. Kitta is employed by Magellan Health, where she designs processes and conducts risk area reviews. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, providing investment management, financial planning, and portfolio monitoring. The firm combines passive index exposure with selective active management and offers sub-advisory digital asset management and business-to-business consulting through its Arbor Digital division.

Passive / index investing Active portfolio management Real estate investing Options & derivatives strategies
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Series 63, Series 65

Springfield, MO

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Wealth management
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Series 63, Series 65

Springfield, MO

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Wealth management
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