Colin Michael Lee

Employer firm

Horizon Wealth Advisors CRD 114102

$451M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2014 → 08/2017
  Minnesota Life Ins Co
  St Paul, MN
• 10/2014 → 08/2017
  Planto Roe Financial Services, Inc
  San Antonio, TX
• 10/2014 → 08/2017
  Securian Financial Services, Inc
  St Paul, MN
• 08/2017 → Present
  Horizon Advisors, Llc
  Houston, TX
• 12/2020 → Present
  Horizon Advisors, Llc
  Houston, TX

Previous Registrations

• 2015-01-07 → 2017-08-01
  Securian Financial Services, Inc.
  San Antonio, TX
  Fredericksburg, TX
  San Antonio, TX
  Kerrville, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-12-18

Designations

• Certified Financial Planner

Other Names

• Colin Lee