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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-01 |
Branch Locations
11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grant Street Wealth Management, Ltd. | Columbus | OH | 12/2015 | 02/2021 |
| Pinch Consultants, Llc | Columbus | OH | 11/2019 | 12/2022 |
| Horter Investment Management, Llc | Cincinnati | OH | 07/2025 | Present |
| Mons Capital Group, Llc | Cincinnati | OH | 02/2021 | Present |
Horter Financial Strategies, Licensed Insurance Agent/Producer Start Date: 8/1/2025 - Present Business Address: 11726 Seven Gables Rd, Symmes Township Cincinnati OH 45249 Hours/Month Devoted: 10 hours Number of hours devoted during securities trading hours: 5 hours per month Responsible for identifying appropriate insurance solutions tailored to each client's needs, including Health, Life, and Long-Term Care coverage. Duties include assessing client risk profiles, providing personalized policy recommendations, and managing the contracting and enrollment process. All services are provided strictly on a client-request basis, with no solicitation of insurance business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-17 |
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