Ryan, Williamson
Horizon Wealth Management
22 Calendar CourtSecond Floor
La Grange, IL 60525
7083524300
About Horizon Wealth Management
At Horizon Wealth Management, we give you the confidence of working with an independent registered investment advisory firm, commonly called a fiduciary. As such, we're held to the industry's highest levels of fiduciary duty to our clients. Our commitment to you extends beyond this duty to our sophisticated, institutional-grade approach to your investment. Horizon distinguishes itself with our exclusive level of client support suited to the complex needs of individuals and families.
See Disclosures
General Information
Firm Start Year
1924
CRD#
3262671
Firm CRD#
170255
Years of Experience in Financial Services
24
Number of Years with Current Firm
19
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, AIF®
Securities Licenses
Series 7, Series 66, Series 63, Series 24
Insurance and Annuity Licenses
Life, Variable Annuity, Long Term Care, Variable Life
Firm Information
Assets Managed by Advisor
$500,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Hourly
Fee % Based on Assets
1 %
Hourly Rate
$150
Education
Bachelor of Arts -
Indiana University
08/1996 -05/2000
Disclosures
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. (hyperlink FINRA & SIPC) The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.