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Todd Brubaker

Investment adviser representative at Horter Investment Management, LLC
11 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

11 years in the industry.

  1. Horter Investment Management, LLCMay 2026 to now
  2. MML Investors Services, LLCDec 2025 to May 2026
  3. Massmutual Life Insurance CoOct 2025 to May 2026
  4. Horter Investment ManagementApr 2024 to Oct 2025
  5. UnemployedMar 2024 to Apr 2024
  6. Westshore HomeOct 2022 to Mar 2024
  7. UnemployedSep 2022 to Oct 2022
  8. Bankers LifeJan 2022 to Sep 2022
  9. UnemployedNov 2021 to Jan 2022
  10. State FarmApr 2020 to Nov 2021
  11. UnemployedJun 2019 to Apr 2020
  12. Pruco Securities, LLCJul 2015 to Jun 2019
  13. The Prudential Insurance Company of AmericaJul 2015 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 66 · Uniform Combined State Law2017

State registrations

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

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
4449101
Firm CRD
119880
Advisor's SEC record (opens in a new tab)
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