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David Burton Walle

Horizon Investment Services, LLC.

Hammond, IN

CRD 6928040

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Employer firm

Horizon Investment Services, LLC. CRD 110642

$364M regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CREATE PRODUCTS FOR SPONSORS OF UIT PRODUCTS AND VARIOUS INDICES

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

Current Employers
Horizon Investment Services, Llc.

7412 Calumet Ave, Hammond, IN 46324-2692 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2018-03-26
  • IN RA
    APPROVED
    Since 2018-03-26

Branch Locations

7412 Calumet Ave, Hammond, IN 46324-2692 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Horizon Investment Services Hammond IN 09/2008 Present
  • 09/2008 → Present
    Horizon Investment Services
    Hammond, IN
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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