AdvisorOS Directory
Claim Profile
Unclaimed Profile
RE

Regan Lee Else

HORIZON FINANCIAL MANAGEMENT INC.·SEWARD, Nebraska
Series 65Clean record15 years registeredHORIZON FINANCIAL MANAGEMENT INC.
418 SEWARD ST., SEWARD, NE 68434CRD# 5870913Firm CRD# 321088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Regan Lee Else · SEWARD, NE
Registration
CRD #5870913 · HORIZON FINANCIAL MANAGEMENT INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

WEALTH MANAGEMENT
Jan 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 7, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HORIZON FINANCIAL MANAGEMENT INC.
CRD 321088 · SEC 801-127103
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Services offered by HORIZON FINANCIAL MANAGEMENT INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HORIZON FINANCIAL MANAGEMENT INC. →
Introduction

Speak with Regan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Regan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SEWARD?

Browse all registered financial advisors in SEWARD, Nebraska or claim this profile if it's yours.

Browse SEWARD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Regan Lee Else offer?
Regan Lee Else specializes in Financial Planning, Investment Management. Contact their office in SEWARD, Nebraska for a consultation.
What are Regan Lee Else's credentials?
Regan Lee Else is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Regan Lee Else located?
Regan Lee Else is based in SEWARD, Nebraska, working with HORIZON FINANCIAL MANAGEMENT INC.. Their office serves clients in the SEWARD metropolitan area and surrounding communities.
How does Regan Lee Else charge for services?
Regan Lee Else's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HORIZON FINANCIAL MANAGEMENT INC.?
HORIZON FINANCIAL MANAGEMENT INC. has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HORIZON FINANCIAL MANAGEMENT INC.

Ryan Lyle Burger
SEWARD, NE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nebraska
OMAHA (287)LINCOLN (90)LA VISTA (18)LAVISTA (12)GRAND ISLAND (8)NORTH PLATTE (7)NORFOLK (6)SCOTTSBLUFF (5)KEARNEY (5)LOUISVILLE (4)
City Guides
OMAHA GuideLINCOLN GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
Request removal of this profile