Timothy PowellCRD Number: 2443775
Current Firm: Horan Wealth Management
Timothy Powell (CRD# 2443775) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 24 years of experience in the finance industry. Timothy Powell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
Renaissance Investment Management
|Horan Securities, Inc.||Cincinnati, OH||Dec 1997 - Current||24|
|Horan Associates, Inc.||Cincinnati, OH||Dec 1997 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
Total Assets Under Management513MILLIONS
Total Number of Accounts2,354ACCOUNTS
Average Account Value$217,973
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, MT, NC, NJ, OH, PA, SC, TN, TX, VA, WA, WI, WV
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