Paul Fousek
Investment adviser representative at Horizon Wealth Management
21 yearsExperience
2 statesRegistered in
$1.1BFirm assets
12 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
- Pension consulting
Experience
21 years in the industry.
- Horizon Wealth Management, LLCApr 2014 to now
- LPL Financial LLCMar 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Horizon Wealth Management
Legal name: Horizon Wealth Management, LLC
$1.1BAssets managed
1,306Clients
6Advisers
12 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
- 4423657
- Firm CRD
- 170255