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Horan Securities, Inc.

Headquartered in CINCINNATI, OH

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Firm Information

Horan Securities, Inc. is a corporation registered with the SEC and in 41 states. The firm provides financial planning, pension consulting, educational seminars, and publication of periodicals. They also offer portfolio management for individuals and businesses. Horan Securities, Inc. has over 2200 client accounts with assets under management exceeding $545 million.

Horan Securities, Inc.

8044 MONTGOMERY RD

CINCINNATI, OH 45236

$545.22M

Assets Under Management

3

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

HORAN SECURITIES, INC. has a total of 2 branch locations across the country.
location

CINCINNATI, OH

location

Fort Mitchell, KY

Advisors at Horan Securities, Inc.

View All 17 Advisors
Unclaimed
Kathleen Christine Laverde

RA

Crestview Hills, KY

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Unclaimed
Christine Ann Stine

RA

CINCINNATI, OH

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Unclaimed
Michael Louis Hermes

CFP®, CFA®, RA

CINCINNATI, OH

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Unclaimed
Gregory Leo Hoernschemeyer

CINCINNATI, OH

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Unclaimed
Richard Owings Bascom

RA

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Unclaimed
Connie Sue Grosser

RA

CINCINNATI, OH

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Unclaimed
Andrea Diane Costa

CINCINNATI, OH

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Unclaimed
Terence Lee Horan

CFC®, RA

CINCINNATI, OH

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Disclosures

There is public disclosure for Horan Securities, Inc.. Review regulatory record here.

Frequently Asked Questions (11)

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