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Michael John Lightfield

Investment adviser representative at Horter Investment Management, LLC
23 yearsExperience
1 stateRegistered in
$314.5MFirm assets
19 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

23 years in the industry.

  1. Columbia Tax Advisory Group, LLCJan 2014 to now
  2. Horter Investment Management, LLCMay 2012 to now
  3. Lightfield Wealth ManagementJan 2003 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 1 state (MD).

Horter Investment Management, LLC

$314.5MAssets managed
1,337Clients
27Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2931307
Firm CRD
119880
Advisor's SEC record (opens in a new tab)
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