user avatar

Michael Eugene Horn

Advisor at OSAIC — Billings, MO

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

Billings, MO 65610

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Michael Horn is a financial advisor at OSAIC with 34 years of industry experience. He held a previous role at Woodbury Financial Services, Inc. for 10 years before joining OSAIC in 2024. Horn is the owner and president of Springfield Wealth Advisors, Inc., where he provides group health and life insurance services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided asset-allocation tools and third-party platforms to support portfolio construction and management.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Billings, MO

877 Lambeth Rd.

Billings MO 65610

Advisors at this office

1

Most active in

Missouri

Work history

34 years of industry experience

OSAIC

2024 - Present • 2 years

Billings, MO

Woodbury Financial Services, inc.

2014 - 2024 • 10 years

Springfield, MO

IPI Wealth Management, Inc.

2009 - 2014 • 5 years

OSAIC

2002 - 2009 • 7 years

Springfield, MO

Springfield Wealth Advisors, Inc.

2001 - 2014 • 13 years

Springfield, MO

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

Shuyang B

Series 66

Springfield, MO

Capital360Financial

Shuyang Balazi is a financial advisor at Capital360Financial in Springfield, MO, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of finance, he is a part owner and occasional office manager of Springfield Tint Company LLC, a family-owned window tinting business. Capital360Financial is an independent firm serving individual investors and a small number of institutional clients with fee-based portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tactical allocation approach with discretionary, custom portfolio management across a broad range of securities.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Cash flow / budgeting
user avatar

James M

Series 65, Series 63

Springfield, MO

Latour Asset Management LLC

James Margraf is a financial advisor with Latour Asset Management LLC in Springfield, MO, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with LaTour Asset Management and related firms since 2016. Outside of advisory work, Margraf also acts as a licensed insurance agent involved in insurance sales. LaTour Asset Management provides investment advice and financial planning services to individuals, high-net-worth clients, and corporations, focusing on selecting and monitoring third-party money managers rather than directly managing client assets. The firm offers estate-planning assistance and full financial plans for clients who engage third-party managers.

Wealth management
user avatar

Barbara B

Series 65

Springfield, MO

Latour Asset Management LLC

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
user avatar

Joshua L

Series 65, Series 63

Springfield, MO

Latour Asset Management LLC

Joshua La Tour is a financial advisor at LaTour Asset Management LLC in Springfield, MO, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has been involved with multiple related entities, including LaTour Advisory Group, Inc., where he also works as an insurance agent. His career includes roles at Center Street Securities, Inc., Simsco LLC, and various LaTour-affiliated firms. LaTour Asset Management LLC provides investment advice and financial planning to individuals, high-net-worth clients, and corporations. The firm refers clients to registered third-party money managers for asset management, assisting with manager selection, onboarding, and ongoing monitoring, while not holding discretionary trading authority or custody of client assets.

Wealth management
user avatar

Leeandra E

Series 65

Verona, MO

Walker Asset Management, LLC

Leeandra Ennes is a Series 65 licensed advisor with Walker Asset Management, LLC, based in Verona, MO. She has been with Walker Asset Management since 2021 and has prior experience in the Salon Service Group and Damar Worldwide. Walker Asset Management provides portfolio management, investment advisory services, and financial planning to individuals, families, businesses, and retirement plan participants. The firm uses a modern portfolio theory approach with global diversification and fundamental security analysis, managing discretionary accounts primarily composed of stocks, bonds, mutual funds, and ETFs.

General retirement planning
user avatar

Joseph L

Series 63, Series 65

Springfield, MO

Latour Asset Management LLC

Joseph Latour is a financial advisor at LaTour Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related entities since 2000, including LaTour Advisory Group, Inc. and Center Street Securities, Inc. Outside of his advisory work, he serves as treasurer on the board of Bowens Mill Christian Center. LaTour Asset Management LLC serves individual and institutional clients by referring assets to third-party investment managers rather than managing portfolios directly. The firm provides financial planning, estate-planning assistance, and access to insurance products through its principals, focusing on assessing client goals, recommending TPMs, and monitoring their performance.

Wealth management
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)