Christopher Nicholas Van Horn

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 09/2017
  Cetera Financial Specialists
  Schaumburg, IL
• 04/2016 → 09/2017
  Cetera Investment Advisers
  St. Cloud, MN
• 08/2016 → 09/2017
  Artisan Square Financial Group
  Loveland, OH
• 09/2017 → 01/2018
  Ifs Financial Services
  Cincinnati, OH
• 10/2017 → 01/2018
  Touchstone Securities
  Cincinnati, OH
• 01/2018 → 06/2019
  The O.N. Equity Sales Co.
  Cincinnati, OH
• 01/2018 → 06/2019
  The O.N. Equity Sales Company
  Cincinnati, OH
• 06/2019 → 10/2021
  Raymond James & Associates, Inc.
  Blue Ash, OH
• 10/2021 → 05/2024
  Raymond James & Associates, Inc.
  Cincinnati, OH
• 10/2017 → 01/2018
  Western & Southern
  Cincinnati, OH
• 05/2024 → Present
  Concurrent Investment Advisors, Llc
  Tampa, FL

Previous Registrations

• 2019-06-28 → 2024-05-16
  Raymond James & Associates, Inc.
  Blue Ash, OH
  St. Petersburg, FL
  Cincinnati, OH
  Cincinnati, OH
  Blue Ash, OH
• 2018-01-24 → 2019-06-21
  On Investment Management Co
  Cincinnati, OH
• 2016-04-12 → 2017-09-29
  Cetera Investment Advisers Llc
  Loveland, OH
• 2012-04-26 → 2016-04-12
  On Investment Management Co
  Cincinnati, OH
• 2010-08-02 → 2012-04-24
  Lincoln Investment
  Cincinnati, OH
• 2010-05-25 → 2010-08-02
  Mm Ascend Life Investor Services, Llc
  Cincinnati, OH

Other Businesses

(1) Name of Business: New Community Church Address: 990 Old Springfield Pike, Xenia, OH, 45385 Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/25/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Budget review and approval, personnel consulting, operations consulting (2) Name of Business: New Community Church Address: 990 Old Springfield Pike Xenia Ohio 45385 Activity Type: Religious Position/Title: Finance & amp; Operations Board Leader Investment Related: No Start Date: 2022-01-15 Description: Advise on financial and operational decisions without direct financial control. Responsibilities: Encompass budget oversight, staffing recommendations, coordinating tax reviews, and advising on operational matters such as employee compensation, property management, and maintenance strategies. Hours per month during trading hours: 1 Hours per month outside trading hours: 2 Contact person at the organization: Jay Jackson Website: https://newcommunity.family/.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-13
• S63 Uniform Securities Agent State Law Examination
  2006-06-23

Other Names

• Christopher Van Horn
• Christopher Nicolas Van Horn
• C. Nicholas Van Horn
• Nick Van Horn