Horan Wealth Management

Horan Wealth Management (CRD# 40794) is a financial advisory firm headquartered in Cincinnati, OH. They manage $510,836,921 in 2,466 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    511
    MILLION
  • Total Number of Accounts
    2,466
    ACCOUNTS
  • Average Account Value
    $207,152
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, MT, NC, NE, NJ, NM, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Horan Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Paul A. Carl
CRD#: 6249216
8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236

Paul Carl (CRD# 6249216) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 10 years of experience in the finance industry.

2
William B. Hardigg
CRD#: 4402088
8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236

William Hardigg (CRD# 4402088) is an Investment Advisor Representative working at Argi Investment Services, LLC in Cincinnati, OH and has over 5 years of experience in the finance industry.

3
Michael L. Hermes
CRD#: 6899754
8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236

Michael Hermes (CRD# 6899754) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 6 years of experience in the finance industry.

4
Terence L. Horan
CRD#: 718264
8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236

Terence Horan (CRD# 718264) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 32 years of experience in the finance industry.

5
David M. Lohre
CRD#: 2350744
8044 Montgomery Road, Suite 640, Cincinnati, OH 45236

David Lohre (CRD# 2350744) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 30 years of experience in the finance industry.

6
Michael D. Napier
CRD#: 4240419
8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236

Michael Napier (CRD# 4240419) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 23 years of experience in the finance industry.

7
Christine A. Stine
CRD#: 3274816
8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236

Christine Stine (CRD# 3274816) is an Investment Advisor Representative working at Horan Wealth Management in Cincinnati, OH and has over 24 years of experience in the finance industry.

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