Sean Patrick Mclaughlin
Investment adviser representative at Horter Investment Management, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Horter Investment Management, LLCOct 2024 to now
- Horter Investment Managment, LLCSep 2024 to now
- W&s Brokerage ServicesJul 2023 to Sep 2024
- Western & Southern LifeJul 2023 to Sep 2024
- UnemployedDec 2022 to Jul 2023
- Mcgreat IncJun 2021 to Aug 2021
- Full-time EducationSep 2013 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7808412
- Firm CRD
- 119880