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Horizons Financial Planning CRD 308216
$72.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3009 N Big Spring, Midland, TX 79705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals, Inc. | San Antonio | TX | 10/2003 | 09/2018 |
| Ameriprise Financial Services, Inc | Midland | TX | 07/2018 | 01/2020 |
| Horizons Financial Planning Llc | Midlland | TX | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-01 |
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