Colin Michael Lee
Investment adviser representative at Horizon Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$451.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
12 years in the industry.
- Horizon Wealth AdvisorsSep 2017 to now
- Horizon Advisors, LLCAug 2017 to now
- Minnesota Life Ins CoOct 2014 to Aug 2017
- Planto Roe Financial Services, IncOct 2014 to Aug 2017
- Securian Financial Services, IncOct 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Horizon Wealth Advisors
Legal name: Horizon Advisors, LLC
$451.4MAssets managed
199Clients
8Advisers
23 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
- 6403591
- Firm CRD
- 114102