Joe B. Horstmann, LPL Financial Advisor and SmartVestor Pro

Phone: 

     Email: joe.horstmann@lpl.com

 

I own Horstmann Premier Financial, specializing in working with individuals and families, small business owners, groups, and am most passionate about getting young people started on their financial future.  I am very excited to be a SmartVestor Pro.  This really allows me to work with like-minded individuals and is a true joy to be able to get to know them.  I walked the shoes of many of my clients and am able to share my relatable experiences and help others pursue their dreams at the same time.

I am married to Jessica and have a daughter, Alix, and a son, Vincent. I am a member of the Chamber of Commerce, Knights of Columbus, Optimist, Sportsman's Lake, and Southern Hunting Club. Past accomplishments are General Chairman of the Kirchenfest, President of the Jaycees, and Chairman of the Schweizerfest, in which National and International awards and recognition for high achievements were won. I am a graduate of McKendree University holding a Bachelor's Degree in Business Management. 

We offer a variety of investments through LPL Financial ranging from stocks, bonds, mutual funds, alternative investments, and life insurance. We also assist in explaining 401k distribution options, Roth, Traditional and SEP IRAs, Individual brokerage accounts, college savings, wealth transfer strategies, and various stages of estate planning strategies to help strvie for wealth to be passed on in an efficient manner.  Custom Page ContentI hold a Series 7 and Series 66 Licenses with LPL Financial and am also licensed in life and health insurance.