PF
Paul Fousek
HORIZON WEALTH MANAGEMENT | Financial Consultant
La Grange, IL 60525
Some features on this profile are disabled
CRD#: 4423657
PF
Professional summary
Paul Fousek, AIF®, who also goes by Paul Fousek, Aif, is a registered financial advisor currently at HORIZON WEALTH MANAGEMENT located in La Grange, Illinois and LPL FINANCIAL LLC located in Los Angeles, California.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Paul has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Financial planning
Trading individual securities
Institutional consulting
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Paul Fousek, Aif
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 04/08/2005 - OTHER-BUSINESS ENTITY FOR ACCOUNTING PURPOSES, TRIDENT WEALTH MANAGRMENT. 2. 3/5/2008 - OTHER-REAL ESTATE PARTNERSHIP - CALANDER REALTY GROUP - BUYING A OFFICE CONDO WITH MY EXISTING LPL PARTNERS AND AN ATTORNEY. OR LPL BRANCH OFFICE WILL BE HOUSED IN THIS SPACE AS WELL AS THE ATTORNIES OFFICE. THERE WILL BE NO FURTHER AFFLICATION WITH SUCH ATTORNEY, OR ANY SHARING OF REVENUE. - TIME SPENT 1% 3. 1/30/2009 - HORIZON WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 4. 04/16/2014 - HORIZON WEALTH MANAGMENT - REGISTERED INVESTMENT ADVISOR - WE DO. WE ARE IN THE HYBRID RIA PLATFORM FOR LPL. - TIME SPENT 70% - LAGRANGE, IL 5. 08/12/2015 - RRP HOLDINGS, LLC - REAL ESTATE RENTAL - NOT INV REL - START 01/01/2014 - 10 HRS/MO DURING SECS TRDG HRS. 6. 6/8/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 11/20/2016 - 1 Hour Per Month/0 Hours During Securities Trading. 7. 1/30/2019 - Green Mountains LLC - Investment Related - Home Based & Peninsula Papagayo, 05000, Costa Rica - Real Estate Rental - Started 01/11/2019 - 0 Hours Per Month. 8. 05/31/2022 - Horizon Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/04/2022 - 160 Hours Per Month/0 Hours During Securities Trading. 9. 08/29/2022 - Horizon Wealth West, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/06/2022 - 20 Hours Per Month/20 Hours During Securities Trading. 10. 01/12/2023 - Horizon Private Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/20/2022 - 160 Hours Per Month/0 Hours During Securities Trading. 11. 2/24/2023 - Horizon Wealth Management - DBA: Horizon Private Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 01/01/2023 - 160 Hours Per Month/0 Hours During Securities Trading 12. 09/27/2023 - 22 Calendar Court, LLC - Real Estate Rental - Investment Related - LaGrange, IL - Start Date 07/12/2023 - 2 Hours Per Month/ 0 Hours During Trading 13. 10/06/2023 - HORIZON WEALTH WEST LLC - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 07/06/2023 - 5 Hours Per Month/ 1 Hour During Trading 14. 10/07/2024 - Norwich University - Educational Organization - Not Investment Related - 158 Harmon Drive, Northfield, VT. 05663 - Business Fellow - 2 hours per month - Meetings with University to enhance student offerings
CRS (Client Relationship Summary) - RIA
Click below to view Paul Fousek's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 15, 2014 - Present
HORIZON WEALTH MANAGEMENT
Office #1: 22 Calendar Court 2nd Floor, La Grange, IL 60525RIA
CRD#: 170255
La Grange, IL
Current
March 24, 2005 - Present
LPL FINANCIAL LLC
Office #1: 1880 Century Park East Suite 1008, Los Angeles, CA 90067Office #2: 22 Calendar Ct 2nd Fl, Lagrange, IL 60525-2373RIA
BD
CRD#: 6413
Los Angeles, CA
Past
August 10, 2005 - November 2, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
LAGRANGE, IL
Past
September 5, 2001 - March 29, 2005
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HW
HORIZON WEALTH MANAGEMENT
HORIZON WEALTH MANAGEMENT | RW WEALTH MANAGEMENT | HORIZON WEALTH MANAGEMENT, LLC
CRD#: 170255 / SEC#: 801-79492
RIA
Registered Investment Advisory firm - (4/15/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/4/2013)
RR
California(6/26/2013)
RR
Colorado(3/30/2022)
RR
Florida(5/29/2009)
RR
Georgia(9/3/2008)
RR
Illinois(3/24/2005)
IAR
Illinois(4/15/2014)
RR
Indiana(3/24/2005)
IAR
Louisiana(10/17/2014)
RR
Massachusetts(3/24/2005)
RR
Minnesota(8/2/2010)
RR
Missouri(9/10/2024)
RR
Montana(1/16/2025)
RR
New Mexico(12/16/2024)
RR
New York(3/30/2022)
RR
North Carolina(4/1/2022)
RR
South Carolina(3/6/2006)
RR
Texas(3/30/2005)
IAR
Texas(10/10/2014)
RR
Virginia(8/18/2006)
RR
Washington(9/26/2007)
RR
Wisconsin(4/17/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HW
HORIZON WEALTH MANAGEMENT
HORIZON WEALTH MANAGEMENT | RW WEALTH MANAGEMENT | HORIZON WEALTH MANAGEMENT, LLC
CRD#: 170255 / SEC#: 801-79492
RIA
Registered Investment Advisory firm - (4/15/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
22 Calendar Court 2nd Floor, La Grange, IL 60525
Mailing Address
Phone number
(708) 352-4300
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,073 |
| AUM (Assets Under Management) | $ 945,761,317 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HORIZON WEALTH MANAGEMENT
Financial ConsultantCRD#: 170255La Grange, IL 60525TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
