Horan Wealth Management

Horan Wealth Management (CRD# 40794) is a financial advisory firm headquartered in Cincinnati, OH. They manage $112,276,456 in 730 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    730
    ACCOUNTS
  • Average Account Value
    $153,803
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, KY, MI, OH, TX

Financial Advisors at Horan Wealth Management
Showing 1 - 9 of 9 top financial advisors.
1
Terence L. Horan
CRD#: 718264
4990 East Galbraith, Suite 102, Cincinnati, OH 45236
96
Wealthminder
score

Terence Horan (CRD# 718264) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 25 years of experience in the finance industry.

2
Michael D. Napier
CRD#: 4240419
207 Grandview Drive, Suite 100, Fort Mitchell, KY 41017
96
Wealthminder
score

Michael Napier (CRD# 4240419) is an Investment Advisor Representative working at Horan Wealth Management in Fort Mitchell, KY and has over 16 years of experience in the finance industry. Michael Napier 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.

3
Timothy G. Powell
CRD#: 2443775
4990 East Galbraith, Suite 102, Cincinnati, OH 45236
96
Wealthminder
score

Timothy Powell (CRD# 2443775) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 18 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.

4
Geoffrey E. Solomon
CRD#: 734912
207 Grandview Drive, Suite 100, Fort Mitchell, KY 41017
96
Wealthminder
score

Geoffrey Solomon (CRD# 734912) is an Investment Advisor Representative working at Horan Wealth Management in Fort Mitchell, KY and has over 33 years of experience in the finance industry. Geoffrey Solomon 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.

5
Christopher G. Cook
CRD#: 5714816
4990 East Galbraith Road, Cincinnati, OH 45236
93
Wealthminder
score

Christopher Cook (CRD# 5714816) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 6 years of experience in the finance industry.

6
Karl R. Diebold
CRD#: 2703511
207 Grandview Drive, Suite 100, Fort Mitchell, KY 41017
93
Wealthminder
score

Karl Diebold (CRD# 2703511) is an Investment Advisor Representative working at Horan Wealth Management in Fort Mitchell, KY and has over 20 years of experience in the finance industry.

7
David M. Lohre
CRD#: 2350744
4990 East Galbraith, Suite 102, Cincinnati, OH 45236
93
Wealthminder
score

David Lohre (CRD# 2350744) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 23 years of experience in the finance industry.

8
Michael E. Tragesser
CRD#: 4281445
4990 East Galbraith Road, Cincinnati, OH 45236
93
Wealthminder
score

Michael Tragesser (CRD# 4281445) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 15 years of experience in the finance industry.

9
Paul A. Carl
CRD#: 6249216
4990 East Galbraith Road, Cincinnati, OH 45236
89
Wealthminder
score

Paul Carl (CRD# 6249216) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 2 years of experience in the finance industry.

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