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Michael Dunlap Napier

Horan Securities, Inc.

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About Michael Dunlap Napier

Michael Dunlap Napier is a financial advisor with Horan Securities, Inc. in Cincinnati, OH, and Fort Mitchell, KY. Michael has been a registered representative since 2000, and has a wide range of experience in the financial services industry. Michael holds a variety of licenses and certifications, including the Series 6, 7, 26, 31, 63, and 66 exams. Michael is also a Certified Financial Planner. Michael provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Michael is a registered representative of Horan Securities, Inc. and offers securities and investment advisory services through Horan Securities, Inc.

Firm Information

Michael Napier 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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Michael Napier’s Registration & Firm History

OH

05/30/2024 - Present

Horan Securities, Inc. (CINCINNATI OH)

MO

02/28/2002 - 03/03/2005

NATIONAL PENSION & GROUP CONSULTANTS, INC (KANSAS CITY MO)

NY

08/16/2000 - 08/27/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 06/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/01/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/24/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 08/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Dunlap Napier.
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