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David Maurice Lohre

Horan Securities, Inc.

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About David Maurice Lohre

David Lohre is an investment advisor representative with Horan Securities, Inc. David Lohre is registered to provide investment advice in nine states including Florida, Georgia, Illinois, Indiana, Kentucky, Montana, Ohio, Oregon, and Texas. David Lohre has worked in the financial industry since 1993, starting his career at Fidelity Brokerage Services, Inc. David Lohre joined Horan Securities, Inc. in 2009. David Lohre has been an active investment advisor representative since 2009, with a strong focus on helping clients achieve their financial goals.

Firm Information

David Lohre is currently registered with Horan Securities, Inc.. 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.

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David Lohre’s Registration & Firm History

OH

06/23/2011 - Present

Horan Securities, Inc. (CINCINNATI OH)

KY

01/01/2008 - 01/14/2009

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

KY

04/11/1997 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)

RI

06/10/1993 - 04/11/1997

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 09/28/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/1994

Series 7 - General Securities Representative Examination

BC

Issued 06/09/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Maurice Lohre.
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