DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Horace Mann Investors, Inc.
Latest filing Mar 31, 2026
First filing on the tape Feb 4, 2015 · 59 filings
SEC status approved since Feb 23, 2015
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
74
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
71
66 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
59 filings and snapshots on the tape
RAUM$0 as of Mar 31, 2026
Mar 4, 2016$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)71 as of Mar 31, 2026
Mar 4, 201626 then
Employees (5.A)71 as of Mar 31, 2026
Mar 4, 201626 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 74 to 71offices 72 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- $0derivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 74.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- -4.1%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=71.0derived
Advisors registered through the firm
74 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ronald Lee Wilson | Florence, Sc | Feb 25, 2015 | 23 y | 0 |
| Ronald Allen WallmanChartered Financial Consultant | Rensselaer, In | Mar 27, 2015 | 24 y | 0 |
| Patrick Butler StokesChartered Financial Consultant | Tyler, Tx | Mar 27, 2015 | 29 y | 0 |
| Shawn Anthony Rehm | Springfield, Il | Apr 6, 2015 | 18 y | 0 |
| Nathan Jeffrey CressallCertified Financial Planner | Springfield, Il | Apr 27, 2015 | 17 y | 0 |
| Richard Raymond Israel | Springfield, Il | May 1, 2015 | 29 y | 0 |
| Jason Lynn Rohrer | Springfield, Il | May 11, 2015 | 28 y | 0 |
| Jerry Leigh Betzler | Springfield, Il | Jul 27, 2015 | 19 y | 2 |
| Kendra Rae JohnsonChartered Financial Consultant | Springfield, Il | Aug 19, 2015 | 26 y | 0 |
| George C Pry | Dubois, Pa | Sep 30, 2015 | 16 y | 0 |
| Joshua Anthony WinterCertified Financial Planner | Springfield, Il | Dec 2, 2015 | 18 y | 0 |
| Richard David Mazza | Springfield, Il | Jan 22, 2016 | 18 y | 0 |
| Robert Gene Bickett | Springfield, Il | May 26, 2016 | 17 y | 0 |
| Nicholas Andrew Gober | Peoria, Il | Aug 12, 2016 | 20 y | 0 |
| Daniel William Ditchfield | Champaign, Il | Oct 4, 2016 | 15 y | 1 |
| Jeffrey Scott Delisle | Augusta, Me | Nov 10, 2016 | 32 y | 0 |
| Bradley Michael NucklesCertified Financial Planner | Springfield, Il | Jan 11, 2017 | 15 y | 0 |
| Brian Michael Schlager | Springfield, Il | Jan 13, 2017 | 22 y | 0 |
| Benjamin Craig JacksonCertified Financial Planner | Cherry Hill, Nj | Jan 31, 2017 | 13 y | 0 |
| Charles Keith Lyall | Springfield, Il | Feb 21, 2017 | 26 y | 0 |
| Howard Wayne WoodallChartered Financial Consultant | Fort Smith, Ar | Mar 7, 2017 | 34 y | 0 |
| Alex Zelck Smith | East Greenwich, Ri | May 18, 2017 | 28 y | 0 |
| Michael Wallace HardyCertified Financial Planner | Springboro, Oh | Jun 9, 2017 | 20 y | 4 |
| Randy Lynn Mitchell | Bridgewater, Pa | Jun 16, 2017 | 43 y | 0 |
| Kevin Mark Scheiding | Omaha, Ne | Jun 26, 2017 | 22 y | 0 |
| Aaron Robert RarickCertified Financial Planner, Chartered Financial Consultant | Indianapolis, In | Jul 13, 2017 | 19 y | 2 |
| Matthew Brian WagahoffCertified Financial Planner, Chartered Financial Consultant | Springfield, Il | Jul 25, 2017 | 11 y | 0 |
| Richard Alan Rarick | Indianapolis, In | Aug 18, 2017 | 25 y | 2 |
| Kimberly Ann Marie Bower | Springfield, Il | Aug 24, 2017 | 14 y | 0 |
| Melissa Willoughby | Springfield, Il | Aug 29, 2017 | 19 y | 1 |
| Jeffrey Garlatti | Springfield, Il | Apr 12, 2018 | 17 y | 3 |
| Jeffery Paul Morgan | Springfield, Il | Apr 20, 2018 | 26 y | 1 |
| Christopher Edward Burnes | Duxbury, Ma | Apr 23, 2018 | 21 y | 3 |
| Cassandra R Stiff | Springfield, Il | May 9, 2018 | 25 y | 0 |
| Stephen Travis Weaver | Cherry Hill, Nj | Jul 24, 2018 | 14 y | 0 |
| Scott Wesley Coleman | Springfield, Il | Sep 18, 2018 | 10 y | 0 |
| Mark Gordon AndersonChartered Financial Consultant | Springfield, Il | Oct 11, 2018 | 36 y | 0 |
| Todd Clark Hogan | Springfield, Il | Jan 29, 2019 | 12 y | 0 |
| Joshua Michael Lamers | Las Vegas, Nv | Feb 4, 2019 | 24 y | 0 |
| Paul Harold KraklanCertified Financial Planner, Chartered Financial Consultant | Springfield, Il | Mar 10, 2020 | 30 y | 1 |
Advisor movement
4 left, 7 joined in 12 months
net +3 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 5.4% of current headcount11 left over 36 months
Left, latest
- Kaytie Anne Cunningham Salzman to Bcg Securities, Inc.Jul 1, 2026 · Other
- Jennifer Lee Musille to Cetera Investment Advisers LLCApr 14, 2026 · Other
- Dylan Thomas Thorson to Retirement Capital AdvisorsMar 5, 2026 · Other
- Tyler Jay Smith to Edward JonesDec 23, 2025 · Other
- Scott Ivan Mcdowell to Lincoln InvestmentMay 9, 2025 · Other
- Lionel Perkins to Edelman Financial EnginesSep 30, 2024 · Affiliated broker-dealer or bank to independent RIA
- John Baron Crager to Lincoln InvestmentAug 13, 2024 · Affiliated broker-dealer or bank to independent RIA
- Anthony Cappelluzzi to Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2, 2024 · Affiliated broker-dealer or bank to wirehouse
- Phillip Nathaniel Sheffield to Lincoln InvestmentMar 12, 2024 · Other
- John Christian Fink to Osaic Fa, Inc.Nov 30, 2023 · Other
- Kasey Petrilli to Bcg Securities, Inc.Oct 13, 2023 · Other
- Stacy M Anderson to Avantax Advisory ServicesAug 9, 2023 · Other
- Salvador Huizar Flores-Chatfield to Lincoln InvestmentJul 5, 2023 · Other
- Mitchell Elton Chatfield to Lincoln InvestmentJul 5, 2023 · Other
- Sarah Flanders Soria to Prosperity Capital AdvisorsJul 5, 2023 · Other
Joined, latest
- Shelley A Knight from Cambridge Investment Research Advisors, Inc.Jun 30, 2026 · Other
- Sandra Ann Sutter from J.P. Morgan Securities LLCMay 13, 2026 · Other
- Paul Albert Shockley from Pruco Securities, LLCApr 15, 2026 · Other
- Jennifer Lee Musille from Pnc Wealth ManagementMar 18, 2026 · Other
- Kaytie Anne Cunningham Salzman from LPL Financial LLCFeb 13, 2026 · Other
- Virginia Lee-Davis Tycksen from Steward Partners Investment Advisory, LLCFeb 5, 2026 · Other
- Deanna Rose Weidner from Ae Wealth Management, LLCJan 27, 2026 · Other
- Rusty Randolph Odle from Osaic Institutions, Inc.Apr 22, 2025 · Other
- James Castellano from State Farm Investment Management Corp.Sep 19, 2024 · Other
- Dylan Thomas Thorson from LPL Financial LLCSep 18, 2024 · Affiliated broker-dealer or bank to another
- Amalia Kohler from Pruco Securities, LLCMay 30, 2024 · Affiliated broker-dealer or bank to another
- Rex B Ramsey from U.S. Bancorp Advisors, LLCJan 19, 2024 · Other
- Anthony Cappelluzzi from Thrivent Investment Management Inc.Aug 29, 2023 · Other
- Troy Lynn Olson from MML Investors Services, LLCJul 10, 2023 · Other
- Stacy M Anderson from Cetera Investment Advisers LLCMay 11, 2023 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Lincoln InvestmentJul 5, 2023 · Covina, Ca
- 2 left for Lincoln InvestmentAug 15, 2022 · Madison, Wi
- 2 left for Lincoln InvestmentJun 13, 2022 · Land O Lakes, Fl
- 2 left for Oppenheimer & Co. Inc.Jun 30, 2018 · Waukesha, Wi
- 2 joined from MML Investors Services, LLCJun 1, 2017 · Wauwatosa, Wi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Troy Marshall Gayle · Treasurercontrolsince 06/2018 · owns less than 5%
- Kimberly Ann Johnson · Chief Financial Operations Officercontrolsince 11/2006 · owns less than 5%
- Adam Paglione · Chief Executive Officer & Chief Compliance Officercontrolsince 06/2024 · owns less than 5%
- Linea Kate Michael · Secretarysince 04/2010 · owns less than 5%
- Holley Watson Taylor · Presidentsince 06/2024 · owns less than 5%
- Phyllis Tsai · Finopsince 07/2023 · owns less than 5%
Entity owners
- Horace Mann Educators Corporation (Publicly Held Company) · Corporation - Parent Companydirect · owns 75% or more · public reporting company
Related persons
Schedule D 7.A
- Abm Service Corporationreal estaten
- Bcg Securities, Inc.broker-dealerinvestment advisernRAUM $894M
- Benefit Consultants Group, Inc.LP sponsorn
- Educators Life Insurance Company Of Americareal estaten
- Horace Mann Educators Corporationreal estatey
- Horace Mann Employer Services Corporationreal estaten
- Horace Mann General Agency Corporationreal estaten
- Horace Mann Insurance Companyreal estaten
- Horace Mann Life Insurance Companyreal estaten
- Horace Mann Lloydsreal estaten
- Horace Mann Lloyds Management Corporationreal estaten
- Horace Mann Mga And Brokerage Of Florida, Inc.real estaten
- Horace Mann Property & Casualty Insurance Companyreal estaten
- Horace Mann Service Corporationreal estaten
- Madison National Life Insurance Company, Inc.real estaten
- National Teacher Associates Life Insurance Companyreal estaten
- National Teachers Associates Of New York, Inc.real estaten
- Nta Life Enterprises, LLCreal estaten
- Nta Life Holdings, Inc.real estaten
- Nta Life Insurance Company Of New Yorkreal estaten
- Nta Life Management, Inc.real estaten
- Nta Life Marketing, Inc.real estaten
- Nta Life Micronix, Inc.real estaten
- Teachers Insurance Companyreal estaten
- The Abacus Group, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Springfield, Il · principal | 74 | 11 | 2 | ||
| Cherry Hill, Nj | 4 | 2 | 0 | ||
| Blacksburg, Va | 2 | 0 | 0 | ||
| Exton, Pa | 2 | 0 | 0 | ||
| Indianapolis, In | 2 | 0 | 0 | ||
| Las Vegas, Nv | 2 | 0 | 0 | ||
| Aurora, Co | 2 | 0 | 0 | ||
| Rapid City, Sd | 2 | 1 | 0 | ||
| Rensselaer, In | 2 | 0 | 0 | ||
| Riverside, Ca | 2 | 0 | 0 | ||
| Tampa, Fl | 1 | 0 | 0 | ||
| Middletown, Wi | 0 | 0 | 1 | ||
| Duncan, Sc | 0 | 0 | 0 | ||
| Woods Cross, Ut | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Tampa, FL3 employees
- Springfield, IL2 employees
- Indianapolis, IN2 employees
- Riverside, CA2 employees
- Blacksburg, VA2 employees
- Exton, PA2 employees
- Cherry Hill, NJ2 employees
- Rensselaer, IN1 employees
- Springboro, OH1 employees
- Grand Rapids, MI1 employees
- North Wilksboro, NC1 employees
- Florence, SC1 employees
- Tyler, TX1 employees
- Panama City, FL1 employees
- Minot, ND1 employees
- Grand Rapids, MN1 employees
- Moorhead, MN1 employees
- West Des Moines, IA1 employees
- Wisconsin Rapids, WI1 employees
- Omaha, NE1 employees
- Bridgewater, PA1 employees
- Duncan, SC1 employees
- Peoria, IL1 employees
- Fort Smith, AR1 employees
- Killingly, CT1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- office count dropChange between filings · filing Mar 31, 2026offices other than the principal office (Item 1.F.5) moved from 72.0 to 0.0 (-100.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (42 comparable advisers, 0.0th percentile of changes)peers: other advisers, under $100M (42) · 0.0% percentile
What changed
consecutive filings, newest first
- Advisory employees · 63 to 66Jun 24, 2025 to Mar 31, 2026
- BD registered reps · 74 to 71Jun 24, 2025 to Mar 31, 2026
- Employees · 74 to 71Jun 24, 2025 to Mar 31, 2026
- State-registered IARs · 74 to 71Jun 24, 2025 to Mar 31, 2026
- Other offices · 72 to 0Jun 24, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 24, 2025
- Accounts · 498 to 0Oct 29, 2024 to Mar 28, 2025
- Individual clients · 498.0 to unsetOct 29, 2024 to Mar 28, 2025
- Individual RAUM · 62122049.0 to unsetOct 29, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $62.1M to $0Oct 29, 2024 to Mar 28, 2025
- RAUM · $62.1M to $0Oct 29, 2024 to Mar 28, 2025
- Accounts · unset to 498.0Dec 5, 2023 to Mar 14, 2024
- Advisory employees · 72 to 63Dec 5, 2023 to Mar 14, 2024
- Individual clients · 654 to 498Dec 5, 2023 to Mar 14, 2024
- Discretionary RAUM · unset to 0.0Dec 5, 2023 to Mar 14, 2024
- Individual RAUM · unset to 62122049.0Dec 5, 2023 to Mar 14, 2024
- Non-discretionary RAUM · unset to 62122049.0Dec 5, 2023 to Mar 14, 2024
- RAUM · unset to 62122049.0Dec 5, 2023 to Mar 14, 2024
- Advisory employees · 84 to 72Apr 7, 2022 to Mar 21, 2023
- BD registered reps · 88 to 74Apr 7, 2022 to Mar 21, 2023
- Individual clients · 816 to 654Apr 7, 2022 to Mar 21, 2023
- Employees · 88 to 74Apr 7, 2022 to Mar 21, 2023
- State-registered IARs · 88 to 74Apr 7, 2022 to Mar 21, 2023
- Other offices · 68 to 72Apr 7, 2022 to Mar 21, 2023
- Individual RAUM · 0.0 to unsetApr 7, 2022 to Mar 21, 2023
- Individual clients · 310 to 816Mar 30, 2021 to Mar 31, 2022
- Other offices · 67 to 68Mar 30, 2021 to Mar 31, 2022
- Advisory employees · 60 to 84Jun 26, 2020 to Mar 30, 2021
- BD registered reps · 86 to 88Jun 26, 2020 to Mar 30, 2021
- Individual clients · 263 to 310Jun 26, 2020 to Mar 30, 2021
- Employees · 86 to 88Jun 26, 2020 to Mar 30, 2021
- Insurance-licensed employees · 67 to 0Jun 26, 2020 to Mar 30, 2021
- State-registered IARs · 86 to 88Jun 26, 2020 to Mar 30, 2021
- Other offices · 64 to 67Jun 26, 2020 to Mar 30, 2021
- Advisory employees · 80 to 60Sep 2, 2019 to Mar 31, 2020
- Advisory activities · 2 to 1Sep 2, 2019 to Mar 31, 2020
- BD registered reps · 108 to 86Sep 2, 2019 to Mar 31, 2020
- Individual clients · 271 to 263Sep 2, 2019 to Mar 31, 2020
- Employees · 108 to 86Sep 2, 2019 to Mar 31, 2020
- Insurance-licensed employees · 0 to 67Sep 2, 2019 to Mar 31, 2020
Signals
52 dated events
- Kaytie Anne Cunningham Salzman left Horace Mann Investors, Inc. for Bcg Securities, Inc. (registered 2026-02-17)Jul 1, 2026 · Advisor changed firm · fact
- Jennifer Lee Musille left Horace Mann Investors, Inc. for Cetera Investment Advisers Llc (registered 2026-05-09)Apr 14, 2026 · Advisor changed firm · fact
- Horace Mann Investors, Inc. reported 0 offices beyond its principal office, down from 72 (2025-06-24 to 2026-03-31)Mar 31, 2026 · Office count change · derived
- Dylan Thomas Thorson left Horace Mann Investors, Inc. for Retirement Capital Advisors (registered 2026-07-17)Mar 5, 2026 · Advisor changed firm · fact
- Tyler Jay Smith left Horace Mann Investors, Inc. for Edward Jones (registered 2026-01-06)Dec 23, 2025 · Advisor changed firm · fact
- Scott Ivan Mcdowell left Horace Mann Investors, Inc. for Lincoln Investment (registered 2025-05-12)May 9, 2025 · Advisor changed firm · fact
- Michael Weckenbrock (President, Ceo & Chairman Of Board) no longer on Schedule A of Horace Mann Investors, Inc. (listed 2024-05-16, absent 2024-10-29)Oct 29, 2024 · Control person left · inference
- Lionel Perkins left Horace Mann Investors, Inc. for Edelman Financial Engines (registered 2024-09-30)Sep 30, 2024 · Advisor changed firm · fact
- John Baron Crager left Horace Mann Investors, Inc. for Lincoln Investment (registered 2025-06-03)Aug 13, 2024 · Advisor changed firm · fact
- Anthony Cappelluzzi left Horace Mann Investors, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-05-13)May 2, 2024 · Advisor changed firm · fact
- Adam Paglione (Chief Compliance Officer) appeared on Schedule A of Horace Mann Investors, Inc.Mar 14, 2024 · Control person joined · fact
- Bret Alan Conklin (Controller) no longer on Schedule A of Horace Mann Investors, Inc. (listed 2023-12-05, absent 2024-03-14)Mar 14, 2024 · Control person left · inference
- Jeffery Ellis Radcliffe (Chief Compliance Officer) no longer on Schedule A of Horace Mann Investors, Inc. (listed 2023-12-05, absent 2024-03-14)Mar 14, 2024 · Control person left · inference
- Donald Martin Carley (Director & Secretary) no longer on Schedule A of Horace Mann Investors, Inc. (listed 2023-12-05, absent 2024-03-14)Mar 14, 2024 · Control person left · inference
- Kasey E Petrilli (Director, Investment Advisory Operations & Registrations) no longer on Schedule A of Horace Mann Investors, Inc. (listed 2023-12-05, absent 2024-03-14)Mar 14, 2024 · Control person left · inference
- Phillip Nathaniel Sheffield left Horace Mann Investors, Inc. for Lincoln Investment (registered 2024-03-27)Mar 12, 2024 · Advisor changed firm · fact
- John Christian Fink left Horace Mann Investors, Inc. for Osaic Fa, Inc. (registered 2023-11-28)Nov 30, 2023 · Advisor changed firm · fact
- Kasey Petrilli left Horace Mann Investors, Inc. for Bcg Securities, Inc. (registered 2023-07-28)Oct 13, 2023 · Advisor changed firm · fact
- Stacy M Anderson left Horace Mann Investors, Inc. for Avantax Advisory Services (registered 2023-08-04)Aug 9, 2023 · Advisor changed firm · fact
- Mitchell Elton Chatfield left Horace Mann Investors, Inc. for Lincoln Investment (registered 2023-07-05)Jul 5, 2023 · Advisor changed firm · fact
- Salvador Huizar Flores-Chatfield left Horace Mann Investors, Inc. for Lincoln Investment (registered 2023-07-05)Jul 5, 2023 · Advisor changed firm · fact
- Sarah Flanders Soria left Horace Mann Investors, Inc. for Prosperity Capital Advisors (registered 2023-06-30)Jul 5, 2023 · Advisor changed firm · fact
- 2 advisors left Horace Mann Investors, Inc. (Covina, CA) for Lincoln Investment on the same dayJul 5, 2023 · Team lift-out · derived
- Michael Murray left Horace Mann Investors, Inc. for Td Private Client Wealth Llc (registered 2023-06-19)Jun 16, 2023 · Advisor changed firm · fact
- Reginald James Wheeler left Horace Mann Investors, Inc. for Advice And Planning Services (registered 2023-04-20)Apr 11, 2023 · Advisor changed firm · fact
- William Anderson Harig left Horace Mann Investors, Inc. for Advice And Planning Services (registered 2024-05-03)Jan 19, 2023 · Advisor changed firm · fact
- Chase Phillip Polly left Horace Mann Investors, Inc. for Lincoln Investment (registered 2022-12-22)Dec 22, 2022 · Advisor changed firm · fact
- Joel Austin Craven left Horace Mann Investors, Inc. for Capital Analysts (registered 2022-08-15)Aug 15, 2022 · Advisor changed firm · fact
- Annirose Koci Womack left Horace Mann Investors, Inc. for Capital Analysts (registered 2022-08-15)Aug 15, 2022 · Advisor changed firm · fact
- 2 advisors left Horace Mann Investors, Inc. (Madison, WI) for Lincoln Investment on the same dayAug 15, 2022 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/HORACE-MANNreportedpublic record, Form ADV, Sep 18, 2026
- Website
- HORACEMANN.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 217-789-2500reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- No RAUM reportedderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026