Horizon Investment Services LLC

Horizon Investment Services, LLC, is an Indiana-based Limited Liability Company boasting a team of 14 experienced professionals, 6 of whom serve as advisors to their 14 clients. The firm received an SEC approval status on April 8, 2004, and has since been providing reliable and efficient financial services, catering to its clients' varying investment needs and preferences.

• CHARLES BRIAN CARLSON

  CHIEF EXECUTIVE OFFICER owns less than 5%

• CHERYL MACKENZIE EVANS

  SECRETARY owns less than 5%

• HORIZON MANAGEMENT SERVICES, INC

  MEMBER owns 75% or more

• RICHARD JOHN MORONEY

  CHIEF INVESTMENT OFFICER owns less than 5%

• ROBERT THOMAS EVANS

  PRESIDENT owns less than 5%

• THOMAS JOSEPH HATHOOT

  CHIEF COMPLIANCE OFFICER/CFO owns less than 5%

• ROBERT THOMAS EVANS

  SHAREHOLDER - VOTING AND NONVOTING owns 75% or more

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• Analyzing Horizon Investment's Q3 2022 vs. Q4 2022 13F Holdings Report

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