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Regan Lee Else

HORIZON FINANCIAL MANAGEMENT INC.·SEWARD, Nebraska
Clean recordHORIZON 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Regan Lee Else is a registered financial advisor based in SEWARD, Nebraska, affiliated with HORIZON FINANCIAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HORIZON FINANCIAL MANAGEMENT INC.
HORIZON FINANCIAL
AUM
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5870913
Firm CRD# 321088
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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.
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